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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
David Harris (CRD# 1379543) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sturgeon Bay, WI and has over 38 years of experience in the finance industry.
Brian Hartl (CRD# 2416070) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sturgeon Bay, WI and has over 30 years of experience in the finance industry.
Leigh Howell (CRD# 5809560) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menominee, MI and has over 13 years of experience in the finance industry.
Terrence Jack (CRD# 2542035) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 22 years of experience in the finance industry.
Rachael Jacques (CRD# 6485169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stephenson, MI and has over 6 years of experience in the finance industry.
David Jones (CRD# 1023665) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 36 years of experience in the finance industry.
Jack Keller (CRD# 3012353) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgeon Bay, WI and has over 25 years of experience in the finance industry.
William Kletzien (CRD# 5254482) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 17 years of experience in the finance industry.
William Kletzien (CRD# 1221137) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 40 years of experience in the finance industry.
Joseph Klug (CRD# 6849291) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 6 years of experience in the finance industry.