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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
Jill Steenis (CRD# 5289494) is an Investment Advisor Representative working at Edward Jones in New Richmond, WI and has over 17 years of experience in the finance industry.
Frank Steward (CRD# 2995627) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Richmond, WI and has over 23 years of experience in the finance industry.
Adam Swanda (CRD# 2891765) is an Investment Advisor Representative working at Lpl Financial LLC in New Richmond, WI and has over 26 years of experience in the finance industry.
Bruce Swanson (CRD# 1113446) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 37 years of experience in the finance industry.
Tonya Swinnea (CRD# 1137573) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 33 years of experience in the finance industry.
Jonathan Timm (CRD# 6878313) is an Investment Advisor Representative working at Edward Jones in Somerset, WI and has over 6 years of experience in the finance industry.
Erin Tomlinson (CRD# 1647608) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in River Falls, WI and has over 37 years of experience in the finance industry.
Jeremy Untz (CRD# 6624012) is an Investment Advisor Representative working at Edward Jones in Menomonie, WI and has over 7 years of experience in the finance industry.
Bradley Waznik (CRD# 1717571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 36 years of experience in the finance industry.
Christopher Wicker (CRD# 4192750) is an Investment Advisor Representative working at Lpl Financial LLC in Baldwin, WI and has over 23 years of experience in the finance industry.