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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
Derek Border (CRD# 5175361) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 16 years of experience in the finance industry.
Adam Borths (CRD# 6452691) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 7 years of experience in the finance industry.
Jared Bowers (CRD# 6604976) is an Investment Advisor Representative working at Vestura, LLC in Hobart, WI and has 1 year of experience in the finance industry.
Teresa Bray (CRD# 1779963) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 33 years of experience in the finance industry.
Eric Brinen (CRD# 4276639) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 23 years of experience in the finance industry.
Rachel Brown (CRD# 6265693) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has 1 year of experience in the finance industry. Rachel Brown 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.
Kyle Brunette (CRD# 5088508) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 18 years of experience in the finance industry.
Roxanna Bruss (CRD# 6259836) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Green Bay, WI and has over 9 years of experience in the finance industry. Roxanna Bruss 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.
Daniel Budinger (CRD# 2539606) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has over 29 years of experience in the finance industry. Daniel Budinger 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.
Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry. Douglass Burgdorf 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.