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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
Jesse Kvitek (CRD# 4579080) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Baldwin, WI and has over 21 years of experience in the finance industry.
Jeff Landt (CRD# 2791033) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Somerset, WI and has over 27 years of experience in the finance industry. Jeff Landt 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.
Bryan Lavoy (CRD# 3123530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 25 years of experience in the finance industry.
Tyson Lybeck (CRD# 5281500) is an Investment Advisor Representative working at Edward Jones in New Richmond, WI and has over 16 years of experience in the finance industry. Tyson Lybeck 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.
Angela McCullough (CRD# 6099037) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cameron, WI and has over 11 years of experience in the finance industry.
Brian McQuade (CRD# 6065034) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 11 years of experience in the finance industry.
Shannon Mehls (CRD# 4461040) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Richmond, WI and has over 18 years of experience in the finance industry.
Sherri Munkelwitz (CRD# 4961031) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 15 years of experience in the finance industry.
Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 16 years of experience in the finance industry.
John Orourke (CRD# 1240446) is an Investment Advisor Representative working at Lpl Financial LLC in Hammond, WI and has over 40 years of experience in the finance industry.