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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
Geofrey Banda (CRD# 2946847) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 26 years of experience in the finance industry.
Samantha Bane (CRD# 6121538) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 9 years of experience in the finance industry.
Lori Baneck (CRD# 2707988) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brookfield, WI and has over 28 years of experience in the finance industry.
Matthew Bappert (CRD# 6569779) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Milwaukee, WI and has over 8 years of experience in the finance industry. Matthew Bappert 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.
Brian Barber (CRD# 5397025) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, WI and has over 16 years of experience in the finance industry.
Lee Barczak (CRD# 1032134) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 42 years of experience in the finance industry.
Jeremy Bardon (CRD# 4539271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookfield, WI and has over 21 years of experience in the finance industry.
Stanley Barker (CRD# 4799696) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Brookfield, WI and has over 19 years of experience in the finance industry.
Alan Barnes (CRD# 2960865) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, WI and has over 26 years of experience in the finance industry. Alan Barnes 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.
Lesly Barnes (CRD# 4561238) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.