-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brion Collins (CRD# 3120481) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 25 years of experience in the finance industry. Brion Collins 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.
Andrew Coopman (CRD# 4422540) is an Investment Advisor Representative working at Edward Jones in Sun Prairie, WI and has over 22 years of experience in the finance industry. Andrew Coopman 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.
Ronald Counsell (CRD# 5658405) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 14 years of experience in the finance industry.
Crystal Cox (CRD# 5933394) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 11 years of experience in the finance industry. Crystal Cox 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.
David Cutler (CRD# 1434329) is an Investment Advisor Representative working at Lpl Financial LLC in Cottage Grove, WI and has over 38 years of experience in the finance industry.
Allen Dable (CRD# 6410308) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Johnson Creek, WI and has over 9 years of experience in the finance industry.
Thomas Dahl (CRD# 1959610) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mcfarland, WI and has over 34 years of experience in the finance industry.
Ethan Dahlberg (CRD# 6836482) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 6 years of experience in the finance industry.
Thomas Daniels (CRD# 1747829) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 36 years of experience in the finance industry.
Rebecca Danihlik (CRD# 4996994) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hartland, WI and has over 16 years of experience in the finance industry.