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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
Matthew Andrews (CRD# 5791309) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 13 years of experience in the finance industry.
Tracey Anton (CRD# 2457436) is an Investment Advisor Representative working at T. Anton Investment House, Inc. in Madison, WI and has over 29 years of experience in the finance industry. Tracey Anton 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.
Elliott Appel (CRD# 5926520) is an Investment Advisor Representative working at Kindness Financial Planning in Madison, WI and has over 11 years of experience in the finance industry. Elliott Appel 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.
Eric Arvold (CRD# 1659290) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 37 years of experience in the finance industry.
James Asplin (CRD# 2639123) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry.
John Augustine (CRD# 2304923) is an Investment Advisor Representative working at Commonwealth Financial Network in West Bend, WI and has over 29 years of experience in the finance industry.
Robert Bacskai (CRD# 1872426) 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.
Benjamin Baertschy (CRD# 5592674) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 15 years of experience in the finance industry.
Michael Baerwald (CRD# 4824429) is an Investment Advisor Representative working at Edward Jones in Mayville, WI and has over 19 years of experience in the finance industry.
Jacob Bain (CRD# 6025868) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 12 years of experience in the finance industry.