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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
Andrea Bulen (CRD# 5690724) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has 1 year of experience in the finance industry. Andrea Bulen 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.
Brandon Burbach (CRD# 4238108) is an Investment Advisor Representative working at Primerica Advisors in Pewaukee, WI and has over 22 years of experience in the finance industry.
Melissa Burback (CRD# 4765141) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Waukesha, WI and has over 20 years of experience in the finance industry.
Dennis Bureta (CRD# 5272061) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 16 years of experience in the finance industry.
Carol Busche (CRD# 1509363) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookfield, WI and has over 37 years of experience in the finance industry. Carol Busche 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.
Mary Bush (CRD# 2763866) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waukesha, WI and has over 26 years of experience in the finance industry.
Jeffrey Butler (CRD# 2319063) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 30 years of experience in the finance industry.
Gregory Buxa (CRD# 6172125) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oconomowoc, WI and has over 10 years of experience in the finance industry.
Jeffrey Cady (CRD# 2131546) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Delafield, WI and has over 33 years of experience in the finance industry.
Kevin Cahill (CRD# 1589849) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Waukesha, WI and has over 37 years of experience in the finance industry.