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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
Laura Barnard (CRD# 5330657) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 13 years of experience in the finance industry.
Paul Bartolazzi (CRD# 5433439) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Green Bay, WI and has over 16 years of experience in the finance industry.
Steven Bassetto (CRD# 1752333) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Jill Batley (CRD# 2204924) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 32 years of experience in the finance industry.
Christopher Battle (CRD# 4343952) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Green Bay, WI and has over 23 years of experience in the finance industry.
Warren Baum (CRD# 2263581) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 31 years of experience in the finance industry.
David Bauman (CRD# 4310277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Green Bay, WI and has over 23 years of experience in the finance industry.
Troy Beck (CRD# 6123464) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Menasha, WI and has over 11 years of experience in the finance industry.
Nicole Becker (CRD# 5639814) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 15 years of experience in the finance industry.
Scott Beesley (CRD# 4393919) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 22 years of experience in the finance industry. Scott Beesley 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.