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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
David Larson (CRD# 4071090) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wausau, WI and has over 24 years of experience in the finance industry.
Benjamin Laska (CRD# 6433060) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 8 years of experience in the finance industry. Benjamin Laska 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.
Scott Lee (CRD# 6769604) is an Investment Advisor Representative working at Edward Jones in Marshfield, WI and has over 6 years of experience in the finance industry.
Eric Madson (CRD# 1300032) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 39 years of experience in the finance industry.
Michael Marcell (CRD# 6535131) is an Investment Advisor Representative working at Elite Retirement Group in Kronenwetter, WI and has over 8 years of experience in the finance industry.
Daniel Marx (CRD# 1950892) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 34 years of experience in the finance industry.
Benjamin McEvoy (CRD# 6822712) is an Investment Advisor Representative working at Lpl Financial LLC in Wausau, WI and has over 6 years of experience in the finance industry.
Juli McNeely (CRD# 2750265) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has over 27 years of experience in the finance industry. Juli McNeely 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.
David Meyer (CRD# 2361034) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 30 years of experience in the finance industry. David Meyer 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.