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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
Michelle Thomson-Henry (CRD# 6255394) 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.
Andrew Tranel (CRD# 6420432) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 11 years of experience in the finance industry. Andrew Tranel 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.
Amanda Wright (CRD# 5500405) is an Investment Advisor Representative working at Edward Jones in Platteville, WI and has over 12 years of experience in the finance industry.
Timothy Zauche (CRD# 6672131) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Platteville, WI and has over 7 years of experience in the finance industry.
Kaley Bockhop (CRD# 7179153) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 3 years of experience in the finance industry.
Kathleen Bramlett (CRD# 2063221) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Dodgeville, WI and has over 33 years of experience in the finance industry.
Tyler Dornink (CRD# 7399641) is an Investment Advisor Representative working at Edward Jones in Lancaster, WI and has over 2 years of experience in the finance industry.
Timothy Dreger (CRD# 7395923) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Platteville, WI and has over 2 years of experience in the finance industry.
Joseph Gustafson (CRD# 7578163) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Platteville, WI and has 1 year of experience in the finance industry.
Carter Klaas (CRD# 7253814) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 3 years of experience in the finance industry.