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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
Lisa Churas Werner (CRD# 4756231) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Neenah, WI and has over 19 years of experience in the finance industry.
Patrick Collar (CRD# 4313718) is an Investment Advisor Representative working at Collar Capital Management, LLC in Appleton, WI and has over 23 years of experience in the finance industry.
Nicholas Corrente (CRD# 2903981) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 26 years of experience in the finance industry.
Robert Cox (CRD# 6045945) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 11 years of experience in the finance industry.
Christopher Crotty (CRD# 4542143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 21 years of experience in the finance industry.
Nicole Danke (CRD# 4292995) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 23 years of experience in the finance industry. Nicole Danke 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.
Bryan Delwiche (CRD# 5558674) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 14 years of experience in the finance industry.
Anton Denk (CRD# 2490815) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 29 years of experience in the finance industry. Anton Denk 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.
Andrew Denney (CRD# 2185953) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has over 32 years of experience in the finance industry.
Eric Desjarlais (CRD# 6556240) is an Investment Advisor Representative working at Edward Jones in Plymouth, WI and has over 8 years of experience in the finance industry.