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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
Marc Dion (CRD# 1770462) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 31 years of experience in the finance industry.
Michael Distefano (CRD# 3126066) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Mequon, WI and has over 25 years of experience in the finance industry.
Larry Dogs (CRD# 2215488) is an Investment Advisor Representative working at Gradient Wealth Management in Mayville, WI and has over 32 years of experience in the finance industry.
Robert Dolnik (CRD# 4188034) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 24 years of experience in the finance industry. Robert Dolnik 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.
Cari Domask (CRD# 4232739) is an Investment Advisor Representative working at Commonwealth Financial Network in Adell, WI and has over 9 years of experience in the finance industry.
Kelley Donovan (CRD# 2399378) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 14 years of experience in the finance industry.
Christopher Doughty (CRD# 2704928) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mequon, WI and has over 28 years of experience in the finance industry. Christopher Doughty 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.
Michael Driscoll (CRD# 1967699) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 34 years of experience in the finance industry.
Brian Drozdowicz (CRD# 6212786) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 5 years of experience in the finance industry.
David Drozdowicz (CRD# 1893771) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 35 years of experience in the finance industry.