-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Dana Tupper (CRD# 5865505) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Luxemburg, WI and has over 13 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.
Steven Westenberg (CRD# 2440924) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconto, WI and has over 30 years of experience in the finance industry.
Lyndsey Doro (CRD# 7424503) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has 1 year of experience in the finance industry.
Josie Ellison (CRD# 7293581) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Franken, WI and has over 3 years of experience in the finance industry.
Spencer Feivor (CRD# 7135716) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 4 years of experience in the finance industry.
Bennett Fletcher (CRD# 6836807) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 6 years of experience in the finance industry. Bennett Fletcher 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.
Brady Lenius (CRD# 7275445) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 3 years of experience in the finance industry.
Adam Paal (CRD# 7303681) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 3 years of experience in the finance industry.
Richard Price (CRD# 2559356) is an Investment Advisor Representative working at Eagle Strategies LLC in Sturgeon Bay, WI and has over 29 years of experience in the finance industry.