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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
Aaron Cullen (CRD# 6224930) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Charles Cunliffe (CRD# 2411891) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 30 years of experience in the finance industry.
Matthew Cuplin (CRD# 5422602) is an Investment Advisor Representative working at Commonwealth Financial Network in Platteville, WI and has over 16 years of experience in the finance industry. Matthew Cuplin 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.
Jesse Dalsing (CRD# 4210883) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Hazel Green, WI and has over 23 years of experience in the finance industry.
Francis Dardis (CRD# 4467202) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 22 years of experience in the finance industry.
Jennifer Daughetee (CRD# 5050182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 18 years of experience in the finance industry.
David Eaton (CRD# 2258742) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Darlington, WI and has over 31 years of experience in the finance industry.
Joseph Evanovich (CRD# 5267644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 16 years of experience in the finance industry.
Michael Fleege (CRD# 2107497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 33 years of experience in the finance industry. Michael Fleege 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.
Mark Frederick (CRD# 4500276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 22 years of experience in the finance industry.