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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
Aaron Doelger (CRD# 4357639) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 23 years of experience in the finance industry.
Mark Dorvinen (CRD# 2805113) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Green Bay, WI and has over 27 years of experience in the finance industry.
Heather Dretzka (CRD# 4685334) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 17 years of experience in the finance industry.
Jonathon Dretzka (CRD# 5516141) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 15 years of experience in the finance industry.
John Duffy (CRD# 2940343) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 26 years of experience in the finance industry.
Jamie Englebert (CRD# 2500057) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 29 years of experience in the finance industry.
Mark Engles (CRD# 2501486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 27 years of experience in the finance industry. Mark Engles 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.
Andrew Farah (CRD# 1998293) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Green Bay, WI and has over 34 years of experience in the finance industry.
Steve Farone (CRD# 4216198) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 7 years of experience in the finance industry.
Mark Federation (CRD# 4059861) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 24 years of experience in the finance industry.