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Distance Only Madison, WI
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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
Stuart Dybdahl (CRD# 6073827) is an Investment Advisor Representative working at Madison Investment Advisors, LLC in Madison, WI and has over 9 years of experience in the finance industry.
Brenda Echeverria (CRD# 4375224) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 22 years of experience in the finance industry.
Anna Edelstein (CRD# 5969791) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 12 years of experience in the finance industry. Anna Edelstein 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.
Shannon Eidson (CRD# 2366555) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has 1 year of experience in the finance industry.
Laurie Ellis-Mcleod (CRD# 6044180) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 11 years of experience in the finance industry.
Marilee Engelman (CRD# 5570128) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 15 years of experience in the finance industry.
Mark Engle (CRD# 1962431) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 34 years of experience in the finance industry.
Derek Engler (CRD# 4477448) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Madison, WI and has over 22 years of experience in the finance industry.
James Evans (CRD# 4376560) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has 1 year of experience in the finance industry.
Joshua Evenson (CRD# 2921643) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Madison, WI and has over 26 years of experience in the finance industry. Joshua Evenson 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.