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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
Jacob Harmsen (CRD# 5227590) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 15 years of experience in the finance industry. Jacob Harmsen 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.
Benjamin Hayes (CRD# 5123442) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 18 years of experience in the finance industry. Benjamin Hayes 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.
James Hayes (CRD# 2775049) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Green Bay, WI and has over 27 years of experience in the finance industry.
Robbie Hayes (CRD# 5636279) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in De Pere, WI and has over 9 years of experience in the finance industry.
Justus Hedeen (CRD# 5709840) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Green Bay, WI and has over 14 years of experience in the finance industry.
Michael Heideman (CRD# 2224399) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, WI and has over 32 years of experience in the finance industry.
Robert Heiderman (CRD# 836513) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in De Pere, WI and has over 33 years of experience in the finance industry.
Matthew Heling (CRD# 6359492) is an Investment Advisor Representative working at Edward Jones in Oconto, WI and has over 9 years of experience in the finance industry.
Kimberly Helmila (CRD# 4701940) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 12 years of experience in the finance industry.
Scott Hemauer (CRD# 2153689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 32 years of experience in the finance industry.