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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
Jeremy Untz (CRD# 6624012) is an Investment Advisor Representative working at Edward Jones in Menomonie, WI and has over 7 years of experience in the finance industry.
Bradley Waznik (CRD# 1717571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 36 years of experience in the finance industry.
Christopher Wicker (CRD# 4192750) is an Investment Advisor Representative working at Lpl Financial LLC in Baldwin, WI and has over 23 years of experience in the finance industry.
James Wolf (CRD# 2535890) is an Investment Advisor Representative working at Lpl Financial LLC in New Richmond, WI and has over 28 years of experience in the finance industry.
Mackenzie Zajec (CRD# 5523649) is an Investment Advisor Representative working at Avantax Advisory Services in New Richmond, WI and has over 15 years of experience in the finance industry. Mackenzie Zajec 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.
Jose Alvarez (CRD# 7388017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 2 years of experience in the finance industry.
Matthew Berquam (CRD# 3093796) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Richmond, WI and has over 25 years of experience in the finance industry.
Alec Fischer (CRD# 7726258) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roberts, WI and has 1 year of experience in the finance industry.
Jacob Fuhrman (CRD# 7259354) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has 1 year of experience in the finance industry.
Kayla Harle (CRD# 7396025) is an Investment Advisor Representative working at Edward Jones in New Richmond, WI and has 1 year of experience in the finance industry.