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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
Laurie Beck (CRD# 2025677) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 32 years of experience in the finance industry.
Eric Becker (CRD# 4512430) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in New Berlin, WI and has over 21 years of experience in the finance industry.
Patricia Beine (CRD# 4628434) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 21 years of experience in the finance industry.
Eric Bernal (CRD# 4201389) is an Investment Advisor Representative working at Johnson Wealth Inc. in Racine, WI and has over 23 years of experience in the finance industry.
Ronald Bernstein (CRD# 5026816) is an Investment Advisor Representative working at Prism Planning Partners in Libertyville, IL and has over 18 years of experience in the finance industry. Ronald Bernstein 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.
Michelle Bertram (CRD# 6943626) is an Investment Advisor Representative working at Edward Jones in Oak Creek, WI and has over 5 years of experience in the finance industry.
David Besenhofer (CRD# 7002987) is an Investment Advisor Representative working at Edward Jones in Union Grove, WI and has over 5 years of experience in the finance industry.
Anthony Best (CRD# 5730791) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.
Joshua Betancourt (CRD# 4565704) is an Investment Advisor Representative working at Quantum Capital Investments, Inc. in Elmwood Park, IL and has over 19 years of experience in the finance industry.
Hilary Bevers (CRD# 5133081) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Muskego, WI and has over 14 years of experience in the finance industry.