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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
Kimberly Phillips (CRD# 4537953) is an Investment Advisor Representative working at Equitable Advisors, LLC in Onalaska, WI and has over 21 years of experience in the finance industry.
Garrett Ping (CRD# 6310558) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 9 years of experience in the finance industry.
Sheri Plantz (CRD# 6091860) is an Investment Advisor Representative working at Edward Jones in La Crosse, WI and has over 11 years of experience in the finance industry.
Barry Ploessl (CRD# 4125103) is an Investment Advisor Representative working at Edward Jones in Holmen, WI and has over 24 years of experience in the finance industry.
Megan Preston (CRD# 6661994) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Onalaska, WI and has over 6 years of experience in the finance industry.
William Pritchard (CRD# 1847197) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in La Crosse, WI and has over 26 years of experience in the finance industry.
Robert Quinlan (CRD# 2051476) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winona, MN and has over 34 years of experience in the finance industry.
Jason Rasmussen (CRD# 6074487) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Crosse, WI and has over 11 years of experience in the finance industry.
Matthew Reeck (CRD# 4424572) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 22 years of experience in the finance industry.
Michael Rehn (CRD# 6129976) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Onalaska, WI and has over 8 years of experience in the finance industry.