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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
Michael Linse (CRD# 5636681) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in La Crosse, WI and has over 15 years of experience in the finance industry.
Jeffrey Lokken (CRD# 1156819) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Onalaska, WI and has over 40 years of experience in the finance industry. Jeffrey Lokken 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.
Kevin Mahoney (CRD# 2956854) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 26 years of experience in the finance industry.
Breanna Malin (CRD# 4665742) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in La Crosse, WI and has over 20 years of experience in the finance industry.
Michael Mashak (CRD# 4031888) is an Investment Advisor Representative working at Equitable Advisors, LLC in La Crosse, WI and has over 24 years of experience in the finance industry.
Joshua Mathison (CRD# 4930806) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Onalaska, WI and has over 16 years of experience in the finance industry.
Timothy McAllister (CRD# 1470473) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Onalaska, WI and has over 38 years of experience in the finance industry. Timothy McAllister 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.
Michael McClernon (CRD# 6821569) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in La Crosse, WI and has over 6 years of experience in the finance industry.
Steven McDonald (CRD# 4689716) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 20 years of experience in the finance industry.
Michelle McGraw (CRD# 5757412) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in La Crosse, WI and has over 13 years of experience in the finance industry.