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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
Benjamin Carr (CRD# 5559177) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 15 years of experience in the finance industry.
Travis Caswell (CRD# 6735072) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 5 years of experience in the finance industry.
Gilbert Cervelli (CRD# 5278793) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 17 years of experience in the finance industry.
Jody Chalhoub (CRD# 4071256) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 22 years of experience in the finance industry.
Jason Cherny (CRD# 1769982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 36 years of experience in the finance industry.
Samuel Cherny (CRD# 6077221) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 6 years of experience in the finance industry.
Christopher Chlupp (CRD# 2950578) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 25 years of experience in the finance industry.
Kim Clark (CRD# 5317132) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedarburg, WI and has over 15 years of experience in the finance industry.
Christopher Clinton (CRD# 3170108) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Menomonee Falls, WI and has over 15 years of experience in the finance industry.