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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
Miles Aquino (CRD# 5842697) is an Investment Advisor Representative working at Edward Jones in Hartland, WI and has over 13 years of experience in the finance industry.
William Baxter (CRD# 2816654) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 27 years of experience in the finance industry. William Baxter 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.
Mark Bloomer (CRD# 2228365) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Hartland, WI and has over 31 years of experience in the finance industry.
Jon Bruss (CRD# 1458296) is an Investment Advisor Representative working at Fortress Partners Capital Management, Ltd. in Hartland, WI and has over 35 years of experience in the finance industry.
Jeffrey Cardenas (CRD# 4222596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartland, WI and has over 23 years of experience in the finance industry.
Rebecca Danihlik (CRD# 4996994) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hartland, WI and has over 16 years of experience in the finance industry.
Andrew Docksey (CRD# 4120102) is an Investment Advisor Representative working at Lpl Financial LLC in Hartland, WI and has over 23 years of experience in the finance industry.
Alexandra Ebert (CRD# 6754729) is an Investment Advisor Representative working at Wintrust Investments in Hartland, WI and has over 5 years of experience in the finance industry.
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.