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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 Jones (CRD# 1023665) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 36 years of experience in the finance industry.
Jack Keller (CRD# 3012353) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgeon Bay, WI and has over 25 years of experience in the finance industry.
William Kletzien (CRD# 1221137) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 40 years of experience in the finance industry.
William Kletzien (CRD# 5254482) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 17 years of experience in the finance industry.
Peter Kobin (CRD# 4905981) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Sturgeon Bay, WI and has over 18 years of experience in the finance industry.
Anthony Krance (CRD# 2285821) is an Investment Advisor Representative working at Circle R Wealth LLC in Crivitz, WI and has over 31 years of experience in the finance industry. Anthony Krance 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.
Nancy Lake (CRD# 1699082) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sturgeon Bay, WI and has over 35 years of experience in the finance industry.
David Lenius (CRD# 2047708) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 33 years of experience in the finance industry. David Lenius 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.
Andrew Linstad (CRD# 5726137) is an Investment Advisor Representative working at Edward Jones in Menominee, MI and has over 14 years of experience in the finance industry.
Justin Oberg (CRD# 5030266) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 18 years of experience in the finance industry.