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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
Kevin Barry (CRD# 6128106) is an Investment Advisor Representative working at Equitable Advisors, LLC in Waukesha, WI and has over 11 years of experience in the finance industry.
Laura Barry (CRD# 2788548) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 19 years of experience in the finance industry. Laura Barry 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.
Rick Bartelt (CRD# 3232795) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Germantown, WI and has over 22 years of experience in the finance industry.
Timothy Bartelt (CRD# 2501532) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has over 29 years of experience in the finance industry.
Brian Bartholomew (CRD# 6180261) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.
Derek Bartle (CRD# 6069249) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sussex, WI and has over 11 years of experience in the finance industry.
Marta Bartolacci (CRD# 6434464) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pewaukee, WI and has over 9 years of experience in the finance industry.
Thomas Barton (CRD# 4079032) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconomowoc, WI and has over 24 years of experience in the finance industry.
Charles Batchelor (CRD# 5877693) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has 1 year of experience in the finance industry.
K. Robert Batchelor (CRD# 2763626) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has over 24 years of experience in the finance industry.