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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
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.
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.
Bryan Davis (CRD# 6971506) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Deerfield, WI and has over 5 years of experience in the finance industry.
Thomas Deppe (CRD# 5121635) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mukwonago, WI and has over 17 years of experience in the finance industry.
John Dobson (CRD# 6989135) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 5 years of experience in the finance industry.
Andrew Docksey (CRD# 4120102) is an Investment Advisor Representative working at Lpl Financial LLC in Hartland, WI and has over 23 years of experience in the finance industry.
Jestin Dohner (CRD# 3273814) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 24 years of experience in the finance industry.