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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
Samuel Duell (CRD# 4440609) is an Investment Advisor Representative working at Duell Financial Strategies in Appleton, WI and has over 22 years of experience in the finance industry.
Dennis Durocher (CRD# 2329223) is an Investment Advisor Representative working at Lpl Financial LLC in Menasha, WI and has over 30 years of experience in the finance industry. Dennis Durocher 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.
Patrick Ellestad (CRD# 6526200) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 8 years of experience in the finance industry.
Robert Engels (CRD# 1704025) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Steven Everts (CRD# 2821922) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 27 years of experience in the finance industry.
Douglas Eyssautier (CRD# 2116720) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Fond Du Lac, WI and has over 32 years of experience in the finance industry.
William Fenili (CRD# 2009408) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 33 years of experience in the finance industry.
Chad Feucht (CRD# 2562148) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 28 years of experience in the finance industry.
Jeremy Feucht (CRD# 2455773) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 27 years of experience in the finance industry.
Mark Feucht (CRD# 1688108) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 36 years of experience in the finance industry. Mark Feucht 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.