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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
Thomas Romaniak (CRD# 4839213) is an Investment Advisor Representative working at Edward Jones in Pardeeville, WI and has over 19 years of experience in the finance industry.
Gary Roth (CRD# 4635762) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Appleton, WI and has over 20 years of experience in the finance industry. Gary Roth 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.
Tom Rothe (CRD# 4467469) is an Investment Advisor Representative working at Avantax Advisory Services in Oshkosh, WI and has over 22 years of experience in the finance industry.
William Rupnick (CRD# 1362040) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oshkosh, WI and has over 38 years of experience in the finance industry.
Benedict Schneider (CRD# 2569804) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oshkosh, WI and has over 29 years of experience in the finance industry.
John Schorse (CRD# 1537058) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oshkosh, WI and has over 37 years of experience in the finance industry. John Schorse 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.
Nicholas Schubert (CRD# 6351283) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 9 years of experience in the finance industry.
Michael Scott (CRD# 4551152) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Oshkosh, WI and has over 21 years of experience in the finance industry. Michael Scott 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.
Matthew Sell (CRD# 5404790) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 16 years of experience in the finance industry.
David Shattuck (CRD# 4765454) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Berlin, WI and has over 20 years of experience in the finance industry.