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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
Kelly Marshall (CRD# 2755394) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, WI and has over 26 years of experience in the finance industry.
Richard Matravers (CRD# 4585985) is an Investment Advisor Representative working at Edward Jones in Waupun, WI and has over 21 years of experience in the finance industry.
Monica McGauley (CRD# 1962879) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 5 years of experience in the finance industry.
Andrew Mehan (CRD# 6054969) is an Investment Advisor Representative working at Edward Jones in Juneau, WI and has over 11 years of experience in the finance industry.
Jacob Merk (CRD# 6341014) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 8 years of experience in the finance industry. Jacob Merk 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.
Patrick Minskey (CRD# 4224360) is an Investment Advisor Representative working at Experienced Wealth Management in Appleton, WI and has over 18 years of experience in the finance industry. Patrick Minskey 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 putclients' interests first and comply with the Financial Planning Practice...
Kim Molitor (CRD# 5791376) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 10 years of experience in the finance industry.
Roland Moll (CRD# 1212648) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Beaver Dam, WI and has over 40 years of experience in the finance industry.
Vincent Moore (CRD# 4618666) is an Investment Advisor Representative working at Edward Jones in Oshkosh, WI and has over 21 years of experience in the finance industry.
Lawrence Mroczkowski (CRD# 5136091) is an Investment Advisor Representative working at Valley Wealth Management in Oshkosh, WI and has over 10 years of experience in the finance industry.