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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
Brady Endl (CRD# 5538586) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Watertown, WI and has over 15 years of experience in the finance industry.
Matthew Faust (CRD# 4802970) is an Investment Advisor Representative working at Edward Jones in Columbus, WI and has over 19 years of experience in the finance industry.
Richard Finco (CRD# 3111987) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oconomowoc, WI and has over 25 years of experience in the finance industry.
Leah Fink (CRD# 5709885) is an Investment Advisor Representative working at Lpl Financial LLC in Cottage Grove, WI and has over 7 years of experience in the finance industry.
Jay Frank (CRD# 1583024) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 37 years of experience in the finance industry. Jay Frank 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.
Joshua Frank (CRD# 6966685) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 5 years of experience in the finance industry.
James Franke (CRD# 1686864) is an Investment Advisor Representative working at Harbour Investments, Inc. in Waukesha, WI and has over 36 years of experience in the finance industry.
Gena Friend (CRD# 5476928) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 4 years of experience in the finance industry.
William Furlow (CRD# 6554686) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 8 years of experience in the finance industry.
James Gehring (CRD# 3218466) is an Investment Advisor Representative working at Edward Jones in Slinger, WI and has over 24 years of experience in the finance industry.