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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
Eleanor Dean (CRD# 808453) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 44 years of experience in the finance industry. Eleanor Dean 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.
Debra Deleers (CRD# 6518628) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in De Pere, WI and has over 8 years of experience in the finance industry.
David Demeuse (CRD# 2413677) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Green Bay, WI and has over 30 years of experience in the finance industry. David Demeuse 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 Denny (CRD# 4494259) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 22 years of experience in the finance industry.
Gerard Deprez (CRD# 3067654) is an Investment Advisor Representative working at Harbour Investments, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry. Gerard Deprez 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.
Kelly Diestler (CRD# 2096901) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 33 years of experience in the finance industry. Kelly Diestler 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.
Aaron Doelger (CRD# 4357639) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 23 years of experience in the finance industry.
Mark Dorvinen (CRD# 2805113) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Green Bay, WI and has over 27 years of experience in the finance industry.
Heather Dretzka (CRD# 4685334) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 17 years of experience in the finance industry.
Jonathon Dretzka (CRD# 5516141) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 15 years of experience in the finance industry.