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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
Jared Arn (CRD# 5506729) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Mills, WI and has over 15 years of experience in the finance industry.
Jason Arndt (CRD# 4528250) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milton, WI and has over 21 years of experience in the finance industry.
James Arnold (CRD# 3268888) is an Investment Advisor Representative working at Commonwealth Financial Network in Cottage Grove, WI and has over 24 years of experience in the finance industry. James Arnold 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.
Shaun Balding (CRD# 6058776) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 6 years of experience in the finance industry.
Abby Bare (CRD# 4511808) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 21 years of experience in the finance industry.
Thomas Barton (CRD# 4079032) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconomowoc, WI and has over 24 years of experience in the finance industry.
Kelly Baumbach (CRD# 3277458) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 24 years of experience in the finance industry. Kelly Baumbach 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.
Amy Baumhofer (CRD# 6727391) is an Investment Advisor Representative working at Edward Jones in Lake Mills, WI and has over 7 years of experience in the finance industry.
William Baxter (CRD# 2816654) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 27 years of experience in the finance industry. William Baxter 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 Behl (CRD# 5210998) is an Investment Advisor Representative working at Behl Wealth Management in Delafield, WI and has over 17 years of experience in the finance industry. Brian Behl 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.