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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
Steven Effert (CRD# 2211629) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Krakow, WI and has over 31 years of experience in the finance industry.
Steven Adamski (CRD# 4323474) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 23 years of experience in the finance industry.
Rebecca Agamaite (CRD# 4997609) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.
Michael Ajango (CRD# 1273248) is an Investment Advisor Representative working at Merit Financial Advisors in De Pere, WI and has over 29 years of experience in the finance industry. Michael Ajango 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.
Mark Albers (CRD# 6226751) is an Investment Advisor Representative working at Verus Wealth Management in De Pere, WI and has over 10 years of experience in the finance industry. Mark Albers 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 Alberts (CRD# 2768576) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Green Bay, WI and has over 27 years of experience in the finance industry.
Jessica Alcorn (CRD# 4555608) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 18 years of experience in the finance industry.
Staci Allen (CRD# 4542987) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 17 years of experience in the finance industry.
Grant Argall (CRD# 4633754) is an Investment Advisor Representative working at Global Retirement Partners LLC in Green Bay, WI and has over 16 years of experience in the finance industry.
Jonathan Aumann (CRD# 4841784) is an Investment Advisor Representative working at Edward Jones in Shawano, WI and has over 19 years of experience in the finance industry.