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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
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.
Allan Davies (CRD# 5239840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Greenville, WI and has over 17 years of experience in the finance industry.
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.
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.
Harry Dorman (CRD# 2027308) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 34 years of experience in the finance industry.
Jonnie Douglas (CRD# 5726095) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 14 years of experience in the finance industry.
Christian Doule (CRD# 5469878) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
David Dudek (CRD# 4325384) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 22 years of experience in the finance industry.
Benjamin Durfee (CRD# 2992833) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 26 years of experience in the finance industry. Benjamin Durfee 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.
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.