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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
William Czaplewski (CRD# 2386057) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 30 years of experience in the finance industry.
Steven Halverson (CRD# 1915634) is an Investment Advisor Representative working at Edward Jones in Monona, WI and has over 35 years of experience in the finance industry.
Dale Meyer (CRD# 1237623) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Monona, WI and has over 40 years of experience in the finance industry.
Jennifer Wolfe (CRD# 3130423) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 25 years of experience in the finance industry.
Mark Halverson (CRD# 7101104) is an Investment Advisor Representative working at Edward Jones in Monona, WI and has over 4 years of experience in the finance industry.
William Schumaker (CRD# 6485048) is an Investment Advisor Representative working at Principal Securities, Inc. in Monona, WI and has over 8 years of experience in the finance industry.
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Mark Ziety (CRD# 4902024) is an Investment Advisor Representative working at Wismed Financial, Inc. in Fitchburg, WI and has over 16 years of experience in the finance industry. Mark Ziety has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals...
Aaron Abel (CRD# 5525772) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 15 years of experience in the finance industry.
David Abuaf (CRD# 4582706) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 19 years of experience in the finance industry.
Eric Adler (CRD# 5936170) is an Investment Advisor Representative working at Adler Financial in Oregon, WI and has over 9 years of experience in the finance industry.