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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
Rebecca Oosterwyk (CRD# 5673750) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Randolph, WI and has over 13 years of experience in the finance industry.
William Oswald (CRD# 3014693) is an Investment Advisor Representative working at Commonwealth Financial Network in Watertown, WI and has over 26 years of experience in the finance industry. William Oswald 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.
Matthew Ottusch (CRD# 1934320) is an Investment Advisor Representative working at Cushing Capital Partners, LLC in Delafield, WI and has over 35 years of experience in the finance industry. Matthew Ottusch 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.
Terence Pavlic (CRD# 2004968) is an Investment Advisor Representative working at Pavlic Investment Advisors, Inc. in Delafield, WI and has over 34 years of experience in the finance industry.
Traci Peterson (CRD# 5471298) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Marshall, WI and has over 16 years of experience in the finance industry.
Anthony Pochowski (CRD# 5125189) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mayville, WI and has over 16 years of experience in the finance industry.
John Poels (CRD# 1964220) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beaver Dam, WI and has over 30 years of experience in the finance industry.
Thomas Portz (CRD# 1218627) is an Investment Advisor Representative working at Sterling Capital Management Inc. in Waukesha, WI and has over 40 years of experience in the finance industry. Thomas Portz 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.
Jeremy Potter (CRD# 5664642) is an Investment Advisor Representative working at Eagle Strategies LLC in Cottage Grove, WI and has over 15 years of experience in the finance industry.
Megan Prochniak (CRD# 4667522) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 16 years of experience in the finance industry. Megan Prochniak 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.