-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Jamie Neabling (CRD# 5679406) is an Investment Advisor Representative working at Edward Jones in Oshkosh, WI and has over 14 years of experience in the finance industry.
Glenn Nelson (CRD# 1712590) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Oshkosh, WI and has over 36 years of experience in the finance industry.
Michael Nordmann (CRD# 5759938) is an Investment Advisor Representative working at Maner Wealth in Oshkosh, WI and has over 11 years of experience in the finance industry.
Duane Ohland (CRD# 1594815) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Beaver Dam, WI and has over 37 years of experience in the finance industry.
Rebecca Oosterwyk (CRD# 5673750) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Randolph, WI and has over 13 years of experience in the finance industry.
Sarah Paulson (CRD# 5795572) is an Investment Advisor Representative working at Valkyrie Financial in Appleton, WI and has over 11 years of experience in the finance industry. Sarah Paulson 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.
Brian Petersen (CRD# 3070010) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 25 years of experience in the finance industry.
Larry Peterson (CRD# 3075803) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Appleton, WI and has over 25 years of experience in the finance industry.
Jani Picard (CRD# 1686917) is an Investment Advisor Representative working at On Investment Management Co in Oshkosh, WI and has over 38 years of experience in the finance industry.