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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
Marlo Burns (CRD# 5402549) is an Investment Advisor Representative working at Cuso Financial Services in Appleton, WI and has over 9 years of experience in the finance industry.
Jeremy Burri (CRD# 4422544) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 22 years of experience in the finance industry.
Leslie Burton (CRD# 3067946) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 24 years of experience in the finance industry.
Jule Butler (CRD# 2346266) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Appleton, WI and has over 30 years of experience in the finance industry.
Jennifer Buttram (CRD# 4227128) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sheboygan, WI and has over 23 years of experience in the finance industry.
Phillip Cartwright (CRD# 4287303) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 23 years of experience in the finance industry.
William Casey (CRD# 1094418) is an Investment Advisor Representative working at Merit Financial Advisors in Manitowoc, WI and has over 40 years of experience in the finance industry. William Casey 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.
Julie Cassiani (CRD# 2957838) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 26 years of experience in the finance industry.
Timothy Chase (CRD# 2445452) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manitowoc, WI and has over 30 years of experience in the finance industry.