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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 Lenius (CRD# 2047708) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 33 years of experience in the finance industry. David Lenius 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.
Lloyd Leuthner (CRD# 2515241) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 29 years of experience in the finance industry. Lloyd Leuthner 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.
Nola Leuthner (CRD# 1315220) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 39 years of experience in the finance industry.
Michael Madson (CRD# 5322280) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Franken, WI and has over 16 years of experience in the finance industry.
Marguerite Mastalir (CRD# 1458316) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kewaunee, WI and has over 35 years of experience in the finance industry.
Mary Morrow (CRD# 2075171) is an Investment Advisor Representative working at Guardian Financial in Sturgeon Bay, WI and has over 33 years of experience in the finance industry.
Shaefer Oshefsky (CRD# 4555978) is an Investment Advisor Representative working at Harbour Investments, Inc. in Luxemburg, WI and has over 21 years of experience in the finance industry.
Ken Petter (CRD# 2456341) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 30 years of experience in the finance industry.
Andrea Pfefferman (CRD# 3232606) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Franken, WI and has over 24 years of experience in the finance industry.
Tara Pierre (CRD# 6213919) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 10 years of experience in the finance industry.