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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
Jon Bruss (CRD# 1458296) is an Investment Advisor Representative working at Fortress Partners Capital Management, Ltd. in Hartland, WI and has over 35 years of experience in the finance industry.
Michael Bryan (CRD# 2880245) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sun Prairie, WI and has over 26 years of experience in the finance industry.
Gregory Buxa (CRD# 6172125) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oconomowoc, WI and has over 10 years of experience in the finance industry.
Jeffrey Cady (CRD# 2131546) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Delafield, WI and has over 33 years of experience in the finance industry.
Aurelio Callope (CRD# 4585797) is an Investment Advisor Representative working at Lpl Financial LLC in Whitewater, WI and has over 21 years of experience in the finance industry.
David Cappozzo (CRD# 5461071) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 16 years of experience in the finance industry.
Jeffrey Cardenas (CRD# 4222596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartland, WI and has over 23 years of experience in the finance industry.
Mark Chin (CRD# 1980056) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 11 years of experience in the finance industry.
Del Chmielewski (CRD# 5044267) is an Investment Advisor Representative working at Del Chmielewski, LLC in Jefferson, WI and has over 19 years of experience in the finance industry.
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.