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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
Grace Honnef (CRD# 4654048) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Neenah, WI and has over 11 years of experience in the finance industry.
Steven Hooyman (CRD# 2143662) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 20 years of experience in the finance industry. Steven Hooyman 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.
Chad Hopfensperger (CRD# 5069099) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 18 years of experience in the finance industry.
Robert Huntley (CRD# 4344674) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has 1 year of experience in the finance industry.
Julie Huth (CRD# 4951301) is an Investment Advisor Representative working at Huth Advisory Group, LLC in Appleton, WI and has 1 year of experience in the finance industry. Julie Huth 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.
Sharon Ifrach (CRD# 5254220) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Kelly Imig (CRD# 5448003) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 15 years of experience in the finance industry.
Katie Jackson (CRD# 5845486) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Appleton, WI and has over 13 years of experience in the finance industry.
Angela Jaeger (CRD# 2630873) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 27 years of experience in the finance industry.
Gary Janssen (CRD# 1719806) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 36 years of experience in the finance industry.