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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
Todd Wolff (CRD# 4412607) is an Investment Advisor Representative working at Cwm, LLC in Fort Atkinson, WI and has over 22 years of experience in the finance industry.
Brian Dostalek (CRD# 1746752) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Atkinson, WI and has over 36 years of experience in the finance industry.
Kevin Giammalva (CRD# 7363759) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Atkinson, WI and has 1 year of experience in the finance industry.
Michael Stade (CRD# 7007110) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Atkinson, WI and has over 5 years of experience in the finance industry.
Drew Williams (CRD# 6483192) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Fort Atkinson, WI and has over 2 years of experience in the finance industry.
Sara Williams (CRD# 5460513) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Fort Atkinson, WI and has over 5 years of experience in the finance industry.
Alec Abbott (CRD# 1414999) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 33 years of experience in the finance industry.
Joel Albers (CRD# 5318395) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Madison, WI and has over 16 years of experience in the finance industry.
Lane Albrecht (CRD# 2152775) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oconomowoc, WI and has over 32 years of experience in the finance industry.
Carina Alt (CRD# 4590944) is an Investment Advisor Representative working at Lpl Financial LLC in Sun Prairie, WI and has over 21 years of experience in the finance industry.