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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
John Augustin (CRD# 1771066) is an Investment Advisor Representative working at Harbour Investments, Inc. in Pewaukee, WI and has over 36 years of experience in the finance industry.
Michael Baerwald (CRD# 4824429) is an Investment Advisor Representative working at Edward Jones in Mayville, WI and has over 19 years of experience in the finance industry.
Derek Bartle (CRD# 6069249) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sussex, WI and has over 11 years of experience in the finance industry.
Marta Bartolacci (CRD# 6434464) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pewaukee, WI and has over 9 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.
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.
Daniel Benedum (CRD# 4201386) is an Investment Advisor Representative working at Gladstone Wealth Partners in Colgate, WI and has over 23 years of experience in the finance industry.
Margaret Bentzler (CRD# 5754120) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Delafield, WI and has over 13 years of experience in the finance industry.