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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
Nicholas Roth (CRD# 5992065) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manitowoc, WI and has over 4 years of experience in the finance industry.
Dylan Ruby (CRD# 7196166) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manitowoc, WI and has over 3 years of experience in the finance industry.
Nathanael Schmidt (CRD# 7131338) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manitowoc, WI and has over 4 years of experience in the finance industry.
Michael Ajango (CRD# 1273248) is an Investment Advisor Representative working at Merit Financial Advisors in De Pere, WI and has over 29 years of experience in the finance industry. Michael Ajango 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.
Mark Albers (CRD# 6226751) is an Investment Advisor Representative working at Verus Wealth Management in De Pere, WI and has over 10 years of experience in the finance industry. Mark Albers 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.
Carolyn Baeten (CRD# 2262789) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in De Pere, WI and has over 31 years of experience in the finance industry.
Trent Barringer (CRD# 2586631) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sheboygan, WI and has over 26 years of experience in the finance industry.
Christopher Battle (CRD# 4343952) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Green Bay, WI and has over 23 years of experience in the finance industry.
Brian Beeck (CRD# 2975062) is an Investment Advisor Representative working at Edward Jones in Sheboygan Falls, WI and has over 26 years of experience in the finance industry.
David Bernarde (CRD# 1652878) is an Investment Advisor Representative working at Kcd Financial, Inc. in De Pere, WI and has over 37 years of experience in the finance industry.