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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
Carrie Schilz (CRD# 5202644) is an Investment Advisor Representative working at Wells Fargo Advisors in Sturgeon Bay, WI and has over 16 years of experience in the finance industry.
Ross Schmelzer (CRD# 2359552) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 30 years of experience in the finance industry.
Jeremy Schwab (CRD# 2890688) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 25 years of experience in the finance industry. Jeremy Schwab has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Smerchek (CRD# 6995808) is an Investment Advisor Representative working at Nicolet Wealth Management in Marinette, WI and has over 5 years of experience in the finance industry.
Charles St Henry (CRD# 6202427) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sturgeon Bay, WI and has over 10 years of experience in the finance industry.
Michael Stephani (CRD# 5289404) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgeon Bay, WI and has over 17 years of experience in the finance industry.
Mark Strassburger (CRD# 848379) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fish Creek, WI and has over 35 years of experience in the finance industry.
James Strutz (CRD# 5240848) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 17 years of experience in the finance industry.
Alison Walker (CRD# 4464323) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sturgeon Bay, WI and has over 22 years of experience in the finance industry.
Ian Wetzel (CRD# 6938321) is an Investment Advisor Representative working at Edward Jones in Menominee, MI and has over 5 years of experience in the finance industry.