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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
Eric Blankenfeld (CRD# 4106048) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 24 years of experience in the finance industry.
Joel Blattner (CRD# 5440787) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Timothy Bober (CRD# 1992277) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 33 years of experience in the finance industry.
Brian Boehm (CRD# 4166904) is an Investment Advisor Representative working at Park Avenue Securities LLC in Appleton, WI and has over 23 years of experience in the finance industry.
William Boehme (CRD# 2316444) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 31 years of experience in the finance industry.
Russell Bold (CRD# 6795269) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oshkosh, WI and has over 6 years of experience in the finance industry.
Bradley Borgen (CRD# 4246495) is an Investment Advisor Representative working at Edward Jones in Greenville, WI and has over 23 years of experience in the finance industry. Bradley Borgen 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.
Jared Bowers (CRD# 6604976) is an Investment Advisor Representative working at Vestura, LLC in Hobart, WI and has 1 year of experience in the finance industry.
William Bowman (CRD# 2211641) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 30 years of experience in the finance industry.
James Bradle (CRD# 1528734) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 29 years of experience in the finance industry.