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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
David Giddings (CRD# 2261192) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartland, WI and has over 31 years of experience in the finance industry.
Janet Grimm (CRD# 4382659) is an Investment Advisor Representative working at Riverwater Partners LLC in Hartland, WI and has over 22 years of experience in the finance industry. Janet Grimm 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.
Shawn Macdonald (CRD# 2950612) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hartland, WI and has over 26 years of experience in the finance industry.
Thomas Mehl (CRD# 1727552) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Hartland, WI and has over 36 years of experience in the finance industry.
Brian Menzel (CRD# 2592509) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartland, WI and has over 28 years of experience in the finance industry.
Megan Prochniak (CRD# 4667522) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 16 years of experience in the finance industry. Megan Prochniak 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.
Dianna Richardson (CRD# 3096648) is an Investment Advisor Representative working at Edward Jones in Hartland, WI and has over 24 years of experience in the finance industry.
Sanya Rizvi (CRD# 4277583) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hartland, WI and has over 23 years of experience in the finance industry.
Bruce Rosenheimer (CRD# 715942) is an Investment Advisor Representative working at Fortress Partners Capital Management, Ltd. in Hartland, WI and has over 37 years of experience in the finance industry.
Stanley Sakalowski (CRD# 4485412) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Hartland, WI and has over 21 years of experience in the finance industry.