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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
Lesly Barnes (CRD# 4561238) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.
Stephen Barnes (CRD# 720394) is an Investment Advisor Representative working at Lpl Financial LLC in Waukesha, WI and has over 43 years of experience in the finance industry.
John Barrett (CRD# 2673905) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 28 years of experience in the finance industry.
Kevin Barry (CRD# 6128106) is an Investment Advisor Representative working at Equitable Advisors, LLC in Waukesha, WI and has over 11 years of experience in the finance industry.
Laura Barry (CRD# 2788548) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 19 years of experience in the finance industry. Laura Barry 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.
Rick Bartelt (CRD# 3232795) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Germantown, WI and has over 22 years of experience in the finance industry.
Timothy Bartelt (CRD# 2501532) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has over 29 years of experience in the finance industry.
Brian Bartholomew (CRD# 6180261) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.
Derek Bartle (CRD# 6069249) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sussex, WI and has over 11 years of experience in the finance industry.
Marta Bartolacci (CRD# 6434464) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pewaukee, WI and has over 9 years of experience in the finance industry.