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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
Michael Donnan (CRD# 4776996) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 19 years of experience in the finance industry.
Cassandra Dorn (CRD# 4813300) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 19 years of experience in the finance industry. Cassandra Dorn 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.
Jonnie Douglas (CRD# 5726095) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 14 years of experience in the finance industry.
Bryan Drager (CRD# 5072276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 16 years of experience in the finance industry. Bryan Drager 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.
Gregory Dragolovich (CRD# 5318039) is an Investment Advisor Representative working at Edward Jones in Ripon, WI and has over 16 years of experience in the finance industry.
Robert Engels (CRD# 1704025) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Robert Ficks (CRD# 1300733) is an Investment Advisor Representative working at Carl M. Hennig, Inc. in Oshkosh, WI and has over 39 years of experience in the finance industry.
James Fischer (CRD# 1945569) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 34 years of experience in the finance industry.
Holly Fitzgerald (CRD# 5546199) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 15 years of experience in the finance industry.
Cynthia Fox (CRD# 2167960) is an Investment Advisor Representative working at Eagle Strategies LLC in Neenah, WI and has over 32 years of experience in the finance industry.