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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
Ken Petter (CRD# 2456341) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 29 years of experience in the finance industry.
Tara Pierre (CRD# 6213919) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 10 years of experience in the finance industry.
Randall Rubens (CRD# 1884224) 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.
Brian Sabel (CRD# 6940798) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 5 years of experience in the finance industry.
Carrie Schilz (CRD# 5202644) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Sturgeon Bay, WI and has over 16 years of experience in the finance industry.
Ross Schmelzer (CRD# 2359552) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 30 years of experience in the finance industry.
Lea Schneider (CRD# 5721756) is an Investment Advisor Representative working at Edward Jones in Crivitz, WI and has over 14 years of experience in the finance industry.
Matthew Schutte (CRD# 5769711) is an Investment Advisor Representative working at Lpl Financial LLC in Peshtigo, WI and has over 13 years of experience in the finance industry. Matthew Schutte 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.
Jeremy Schwab (CRD# 2890688) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 25 years of experience in the finance industry. Jeremy Schwab 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.
Charles St Henry (CRD# 6202427) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sturgeon Bay, WI and has over 10 years of experience in the finance industry.