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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
Paul Dean (CRD# 6264480) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mondovi, WI and has over 9 years of experience in the finance industry.
Jacob Dinkel (CRD# 6990959) is an Investment Advisor Representative working at Nicolet Wealth Management in Eau Claire, WI and has over 5 years of experience in the finance industry. Jacob Dinkel 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.
Stephen Driever (CRD# 1276132) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 39 years of experience in the finance industry.
Ronald Ducharme (CRD# 4304518) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Christopher Duff (CRD# 6833220) is an Investment Advisor Representative working at Primerica Advisors in Eau Claire, WI and has over 6 years of experience in the finance industry.
Gregory Edwards (CRD# 2854564) is an Investment Advisor Representative working at Commonwealth Financial Network in Eau Claire, WI and has over 27 years of experience in the finance industry. Gregory Edwards 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.
Katrina Elbert (CRD# 5463061) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 10 years of experience in the finance industry.
Jeffrey Erickson (CRD# 4633951) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 21 years of experience in the finance industry.
Daniel Estenson (CRD# 6108325) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 10 years of experience in the finance industry. Daniel Estenson 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.
Dean Estling (CRD# 2128144) is an Investment Advisor Representative working at Principal Securities, Inc. in Chippewa Falls, WI and has over 33 years of experience in the finance industry.