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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
Carina Moreland (CRD# 5084683) is an Investment Advisor Representative working at Lpl Financial LLC in Stoughton, WI and has over 12 years of experience in the finance industry.
John Morton (CRD# 6489573) is an Investment Advisor Representative working at Boardwalk Financial Strategies LLC in Delafield, WI and has over 7 years of experience in the finance industry. John Morton 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.
Steven Mueller (CRD# 5900087) is an Investment Advisor Representative working at Lpl Financial LLC in Stoughton, WI and has over 13 years of experience in the finance industry.
Michael Mustas (CRD# 2025050) is an Investment Advisor Representative working at Edward Jones in Delafield, WI and has over 34 years of experience in the finance industry.
Julie Nachtigal (CRD# 6609588) is an Investment Advisor Representative working at Edward Jones in Fort Atkinson, WI and has over 7 years of experience in the finance industry.
Christopher Nevermann (CRD# 5369087) is an Investment Advisor Representative working at Edward Jones in Fort Atkinson, WI and has over 16 years of experience in the finance industry.
Karen Newquist (CRD# 6284087) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Madison, WI and has over 10 years of experience in the finance industry.
Michael Niedfeldt (CRD# 1594814) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stoughton, WI and has over 37 years of experience in the finance industry.
Terry Niedfeldt (CRD# 1663069) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stoughton, WI and has over 37 years of experience in the finance industry.
Thomas Noel (CRD# 2032263) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Atkinson, WI and has over 27 years of experience in the finance industry.