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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
Chad Durfey (CRD# 5097173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Pleasant, WI and has over 16 years of experience in the finance industry.
Joseph Golebiowski (CRD# 2476374) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Pleasant, WI and has over 29 years of experience in the finance industry.
Gregory Jaeck (CRD# 5300325) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, WI and has over 6 years of experience in the finance industry.
Michael McKinney (CRD# 6577334) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, WI and has over 8 years of experience in the finance industry.
Michele Randall (CRD# 2572976) is an Investment Advisor Representative working at Cwm, LLC in Mount Pleasant, WI and has over 29 years of experience in the finance industry. Michele Randall 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.
Pamela Stubler (CRD# 1849419) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Pleasant, WI and has over 35 years of experience in the finance industry.
Julie Veltus (CRD# 2924022) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mount Pleasant, WI and has over 20 years of experience in the finance industry.
Daniel Plewa (CRD# 7565067) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Pleasant, WI and has 1 year of experience in the finance industry.
Melissa Schafer (CRD# 6245511) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Pleasant, WI and has over 10 years of experience in the finance industry.
Vincent Tortorici (CRD# 6371966) is an Investment Advisor Representative working at Financial Service Group Inc. in Mount Pleasant, WI and has over 9 years of experience in the finance industry. Vincent Tortorici 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.