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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
Victoria Dorgan (CRD# 4320867) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has over 17 years of experience in the finance industry. Victoria Dorgan 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.
Anthony Drake (CRD# 4637793) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 16 years of experience in the finance industry.
Carly Dreger (CRD# 5679414) is an Investment Advisor Representative working at Edward Jones in Racine, WI and has over 14 years of experience in the finance industry.
Keith Dreger (CRD# 1230934) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kenosha, WI and has over 40 years of experience in the finance industry.
William Duffy (CRD# 3132504) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Franklin, WI and has over 25 years of experience in the finance industry.
John Dunk (CRD# 1000825) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gurnee, IL and has over 42 years of experience in the finance industry.
Christopher Dunlap (CRD# 4794991) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mchenry, IL and has over 19 years of experience in the finance industry. Christopher Dunlap 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.
Anisa Dunn (CRD# 7013805) is an Investment Advisor Representative working at Johnson Wealth Inc. in Racine, WI and has over 5 years of experience in the finance industry.
Chad Durfey (CRD# 5097173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Pleasant, WI and has over 16 years of experience in the finance industry.
Michael Ebeling (CRD# 2989969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waukesha, WI and has over 26 years of experience in the finance industry.