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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 Jones (CRD# 2002891) is an Investment Advisor Representative working at Jones Financial Consulting, LLC in Eau Claire, WI and has over 34 years of experience in the finance industry. David Jones 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.
Timothy Kalien (CRD# 3034868) is an Investment Advisor Representative working at Commonwealth Financial Network in Eau Claire, WI and has over 26 years of experience in the finance industry.
Benjamin Kanz (CRD# 4119942) 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.
Kristi Kennedy (CRD# 6650768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 7 years of experience in the finance industry.
Adam Kern (CRD# 7062001) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry. Adam Kern 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.
Kurt Kern (CRD# 2150394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 32 years of experience in the finance industry.
Scott Kinderman (CRD# 2103939) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 33 years of experience in the finance industry.
Zachary Knox (CRD# 6734616) is an Investment Advisor Representative working at Creative Planning in Eau Claire, WI and has over 5 years of experience in the finance industry. Zachary Knox 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.
Christopher Kolinski (CRD# 5098821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 17 years of experience in the finance industry.
Codi Koxlien (CRD# 5596992) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 5 years of experience in the finance industry.