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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
Susan Foley (CRD# 4889032) is an Investment Advisor Representative working at Lpl Financial LLC in Whitewater, WI and has over 19 years of experience in the finance industry.
Stephanie Forrester (CRD# 6644626) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 6 years of experience in the finance industry. Stephanie Forrester 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.
Todd Fortune (CRD# 4090750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, WI and has over 24 years of experience in the finance industry.
Patrick Fosdick (CRD# 5604969) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 12 years of experience in the finance industry. Patrick Fosdick 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.
William Fox (CRD# 6662058) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 8 years of experience in the finance industry.
Jacqueline Frazee (CRD# 5026797) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, WI and has over 15 years of experience in the finance industry.
John Friar (CRD# 5461534) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 16 years of experience in the finance industry. John Friar 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.
Gena Friend (CRD# 5476928) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 4 years of experience in the finance industry.
William Furlow (CRD# 6554686) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 8 years of experience in the finance industry.
Frank Gambino (CRD# 2463345) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 30 years of experience in the finance industry.