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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
Jonathan Kroening (CRD# 4925150) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 19 years of experience in the finance industry. Jonathan Kroening 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.
Jesse Kvitek (CRD# 4579080) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Baldwin, WI and has over 21 years of experience in the finance industry.
Bryan Lavoy (CRD# 3123530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 25 years of experience in the finance industry.
Tyson Lybeck (CRD# 5281500) is an Investment Advisor Representative working at Edward Jones in New Richmond, WI and has over 16 years of experience in the finance industry. Tyson Lybeck 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.
Shannon Mehls (CRD# 4461040) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Richmond, WI and has over 18 years of experience in the finance industry.
Sherri Munkelwitz (CRD# 4961031) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 15 years of experience in the finance industry.
John Orourke (CRD# 1240446) is an Investment Advisor Representative working at Lpl Financial LLC in Hammond, WI and has over 40 years of experience in the finance industry.
Kyle Overby (CRD# 5551340) is an Investment Advisor Representative working at Avantax Advisory Services in Clear Lake, WI and has over 15 years of experience in the finance industry.
Daren Powers (CRD# 2768609) is an Investment Advisor Representative working at Avantax Advisory Services in New Richmond, WI and has over 26 years of experience in the finance industry.
Matthew Radintz (CRD# 5126033) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Glenwood City, WI and has over 17 years of experience in the finance industry.