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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
Ronald Jenkins (CRD# 1802657) is an Investment Advisor Representative working at Edward Jones in Hudson, WI and has over 26 years of experience in the finance industry.
Luke Keene (CRD# 5366528) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 16 years of experience in the finance industry. Luke Keene 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.
Michael Leverty (CRD# 4518320) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 21 years of experience in the finance industry.
John Levi (CRD# 2432328) is an Investment Advisor Representative working at Landmark Wealth Management Group in Hudson, WI and has over 30 years of experience in the finance industry.
Rachel McDonough (CRD# 4638011) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Hudson, WI and has over 20 years of experience in the finance industry. Rachel McDonough 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.
Luke Meier (CRD# 5239379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, WI and has over 14 years of experience in the finance industry.
Thomas Oleson (CRD# 1661070) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hudson, WI and has over 36 years of experience in the finance industry. Thomas Oleson 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.
Daniel Olsen (CRD# 4401671) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, WI and has over 22 years of experience in the finance industry.
Randy Penkwitz (CRD# 2370943) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 30 years of experience in the finance industry.
Paul Simmons (CRD# 4809164) is an Investment Advisor Representative working at Edward Jones in Hudson, WI and has over 19 years of experience in the finance industry.