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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
Joseph Valentine (CRD# 6053737) is an Investment Advisor Representative working at Avantax Advisory Services in Janesville, WI and has over 11 years of experience in the finance industry.
Thomas Waller (CRD# 2948516) is an Investment Advisor Representative working at Edward Jones in Janesville, WI and has over 26 years of experience in the finance industry.
Rebecca Walsh (CRD# 5018160) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Janesville, WI and has over 18 years of experience in the finance industry.
Elizabeth Bailey (CRD# 7308917) is an Investment Advisor Representative working at Edward Jones in Janesville, WI and has over 3 years of experience in the finance industry.
Katherine Clausen (CRD# 6747933) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Janesville, WI and has over 3 years of experience in the finance industry.
Jessie Deaton (CRD# 6649094) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Janesville, WI and has over 7 years of experience in the finance industry.
Jesse Dever (CRD# 7794342) is an Investment Advisor Representative working at Edward Jones in Janesville, WI and has 1 year of experience in the finance industry.
Gregory Gard (CRD# 7493259) is an Investment Advisor Representative working at Primerica Advisors in Janesville, WI and has over 2 years of experience in the finance industry.
Donald Gerharz (CRD# 3033623) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Janesville, WI and has over 23 years of experience in the finance industry.
Amy Hume (CRD# 7125991) is an Investment Advisor Representative working at Lpl Financial LLC in Janesville, WI and has over 4 years of experience in the finance industry.