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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
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.
David Jensen (CRD# 5391883) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 16 years of experience in the finance industry. David Jensen 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.
Cody Johnson (CRD# 5511583) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
Marshall Johnson (CRD# 2354315) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 30 years of experience in the finance industry.
Scott Jones (CRD# 5026096) is an Investment Advisor Representative working at Sumnicht & Associates, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Shana Keil (CRD# 4201567) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 23 years of experience in the finance industry.
G Preston Kendall (CRD# 6297987) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has over 10 years of experience in the finance industry.
Claus Kerntke (CRD# 1547070) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 29 years of experience in the finance industry. Claus Kerntke 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 putclients' interests first and comply with the Financial Planning...
Patrick Kerrigan (CRD# 2731473) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 27 years of experience in the finance industry.