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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.
Andrea Bulen (CRD# 5690724) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has 1 year of experience in the finance industry. Andrea Bulen 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.
Brandon Burbach (CRD# 4238108) is an Investment Advisor Representative working at Primerica Advisors in Pewaukee, WI and has over 22 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.
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.
Anthony Carini (CRD# 1434330) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pewaukee, WI and has over 37 years of experience in the finance industry.
David Christensen (CRD# 1379012) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waukesha, WI and has over 38 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.
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.