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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
Leslie Burton (CRD# 3067946) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 24 years of experience in the finance industry.
Phillip Cartwright (CRD# 4287303) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 23 years of experience in the finance industry.
Julie Cassiani (CRD# 2957838) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 26 years of experience in the finance industry.
Adam Christnovich (CRD# 5461753) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 16 years of experience in the finance industry.
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.
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
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.
Lund Cooley (CRD# 1877706) is an Investment Advisor Representative working at Edward Jones in New London, WI and has over 35 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.
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.