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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
Daniel Dodd (CRD# 4527785) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Janesville, WI and has over 21 years of experience in the finance industry. Daniel Dodd 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.
Brian Donnelly (CRD# 2845011) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 27 years of experience in the finance industry.
Kari Drascic (CRD# 6608724) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 7 years of experience in the finance industry.
Derek Greene (CRD# 2757786) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 26 years of experience in the finance industry.
Frederick Guist (CRD# 5308813) is an Investment Advisor Representative working at Lpl Financial LLC in Janesville, WI and has over 16 years of experience in the finance industry.
Sheena Hanson (CRD# 5288483) is an Investment Advisor Representative working at Uncommon Cents Investing in Janesville, WI and has over 16 years of experience in the finance industry. Sheena Hanson 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 Heckert (CRD# 6914076) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Janesville, WI and has over 5 years of experience in the finance industry.
Todd Holden (CRD# 4444900) is an Investment Advisor Representative working at Lpl Financial LLC in Janesville, WI and has over 22 years of experience in the finance industry.
Jason Kamler (CRD# 5255567) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Janesville, WI and has over 17 years of experience in the finance industry. Jason Kamler 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.
Chad Karl (CRD# 2725476) is an Investment Advisor Representative working at Stonex Advisors Inc. in Janesville, WI and has over 27 years of experience in the finance industry. Chad Karl 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.