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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
Elissa Allbright (CRD# 6481767) is an Investment Advisor Representative working at Edward Jones in Dodgeville, WI and has over 5 years of experience in the finance industry.
Robert Allbright (CRD# 4838875) is an Investment Advisor Representative working at Edward Jones in Dodgeville, WI and has over 19 years of experience in the finance industry.
Rodney Andrae (CRD# 1954734) is an Investment Advisor Representative working at Andrae Financial Services LLC in Darlington, WI and has over 9 years of experience in the finance industry.
Daniel Baxter (CRD# 6612829) is an Investment Advisor Representative working at United Advisors America in Platteville, WI and has over 8 years of experience in the finance industry.
Beverly Bertram (CRD# 5579324) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Douglas Crubel (CRD# 2501785) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lancaster, WI and has over 29 years of experience in the finance industry.
Aaron Cullen (CRD# 6224930) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Matthew Cuplin (CRD# 5422602) is an Investment Advisor Representative working at Commonwealth Financial Network in Platteville, WI and has over 16 years of experience in the finance industry. Matthew Cuplin 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.
David Eaton (CRD# 2258742) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Darlington, WI and has over 31 years of experience in the finance industry.