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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
Bruce Donlan (CRD# 1529055) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kendall, WI and has over 37 years of experience in the finance industry.
Roger Bakken (CRD# 4925099) is an Investment Advisor Representative working at Edward Jones in Tomah, WI and has over 18 years of experience in the finance industry. Roger Bakken 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.
Lori Barry (CRD# 5771498) is an Investment Advisor Representative working at Lpl Financial LLC in Livingston, WI and has over 13 years of experience in the finance industry.
Joseph Berry (CRD# 3051227) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 25 years of experience in the finance industry.
Nathan Braun (CRD# 7034105) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Reedsburg, WI and has over 5 years of experience in the finance industry.
Joel Brieske (CRD# 4817999) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tomah, WI and has over 19 years of experience in the finance industry.
Ronald Brieske (CRD# 2948579) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tomah, WI and has over 26 years of experience in the finance industry.
Brent Brinker (CRD# 5324627) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 16 years of experience in the finance industry.
Charles Brumer (CRD# 5878592) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 12 years of experience in the finance industry.
John Budin (CRD# 3067818) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sparta, WI and has over 25 years of experience in the finance industry.