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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
Michael Verstegen (CRD# 4165999) is an Investment Advisor Representative working at Lpl Financial LLC in Kimberly, WI and has over 23 years of experience in the finance industry. Michael Verstegen 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.
Brandon Warman (CRD# 6297171) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kimberly, WI and has over 9 years of experience in the finance industry.
John Zimmer (CRD# 2877603) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kimberly, WI and has over 26 years of experience in the finance industry. John Zimmer 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 Zimmer (CRD# 2362447) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kimberly, WI and has over 30 years of experience in the finance industry. Michael Zimmer 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.
Thomas Zimmer (CRD# 4061719) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kimberly, WI and has over 24 years of experience in the finance industry. Thomas Zimmer 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.
Angela Abbott (CRD# 5368244) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kimberly, WI and has over 16 years of experience in the finance industry.
James Brueggeman (CRD# 7234305) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kimberly, WI and has over 3 years of experience in the finance industry.
Jennifer Brunette (CRD# 7733086) is an Investment Advisor Representative working at Cuso Financial Services in Kimberly, WI and has 1 year of experience in the finance industry.
Jennifer Busch (CRD# 5146718) is an Investment Advisor Representative working at Cuso Financial Services in Kimberly, WI and has over 17 years of experience in the finance industry.
Maxwell Gallagher (CRD# 7730376) is an Investment Advisor Representative working at Cuso Financial Services in Kimberly, WI and has 1 year of experience in the finance industry.