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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
Tyge Olson (CRD# 3271936) is an Investment Advisor Representative working at Edward Jones in Grafton, WI and has over 16 years of experience in the finance industry.
Matthew Patrick (CRD# 4715467) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Grafton, WI and has over 20 years of experience in the finance industry.
William Pokorsky (CRD# 4245888) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Grafton, WI and has over 17 years of experience in the finance industry.
Martina Stenfors (CRD# 6946210) is an Investment Advisor Representative working at Edward Jones in Grafton, WI and has over 5 years of experience in the finance industry.
Cailyn Greenberg (CRD# 7511078) is an Investment Advisor Representative working at Edward Jones in Grafton, WI and has 1 year of experience in the finance industry.
Craig Zimmerman (CRD# 7037239) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Grafton, WI and has over 5 years of experience in the finance industry.
Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 5 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Chad Afdahl (CRD# 5625693) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 14 years of experience in the finance industry.
Garren Agle (CRD# 4803124) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry. Garren Agle 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.