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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
Kathleen Baumgartner (CRD# 2265562) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 25 years of experience in the finance industry.
Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 19 years of experience in the finance industry. Douglass Burgdorf 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.
James Cape (CRD# 1156077) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 34 years of experience in the finance industry. James Cape 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.
David Demeuse (CRD# 2413677) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 24 years of experience in the finance industry. David Demeuse 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.
Rc Froistad (CRD# 2943449) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Green Bay, WI and has over 20 years of experience in the finance industry. Rc Froistad 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.
Patrick Fry (CRD# 1884853) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 29 years of experience in the finance industry.
Jerrold Ganz (CRD# 1795763) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 30 years of experience in the finance industry. Jerrold Ganz 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.
Douglas Gjerde (CRD# 5198534) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Green Bay, WI and has over 11 years of experience in the finance industry. Douglas Gjerde 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 Handrick (CRD# 1974355) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 10 years of experience in the finance industry.