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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
Douglas Crubel (CRD# 2501785) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lancaster, WI and has over 29 years of experience in the finance industry.
Aaron Cullen (CRD# 6224930) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Matthew Cuplin (CRD# 5422602) is an Investment Advisor Representative working at Commonwealth Financial Network in Platteville, WI and has over 16 years of experience in the finance industry. Matthew Cuplin 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.
David Edwards (CRD# 2963036) is an Investment Advisor Representative working at Lpl Financial LLC in Spring Green, WI and has over 26 years of experience in the finance industry. David Edwards 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.
Kaleb Frawley (CRD# 5415756) is an Investment Advisor Representative working at Commonwealth Financial Network in Richland Center, WI and has over 11 years of experience in the finance industry.
Brian Fruit (CRD# 6315915) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richland Center, WI and has over 9 years of experience in the finance industry.
Harold Hellen (CRD# 4495110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dodgeville, WI and has over 19 years of experience in the finance industry.
Robert Hundhausen (CRD# 6509973) is an Investment Advisor Representative working at Edward Jones in Platteville, WI and has over 8 years of experience in the finance industry.
Tyler Kennicker (CRD# 5014641) is an Investment Advisor Representative working at Lpl Financial LLC in Platteville, WI and has over 18 years of experience in the finance industry.
Jonathan Laventure (CRD# 5587341) is an Investment Advisor Representative working at Commonwealth Financial Network in Mineral Point, WI and has over 15 years of experience in the finance industry.