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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
Alice Pichler (CRD# 3153067) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 16 years of experience in the finance industry.
Gregory Pierce (CRD# 2322976) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 31 years of experience in the finance industry.
Tracy Piontkowski (CRD# 1965565) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oshkosh, WI and has over 34 years of experience in the finance industry.
Anthony Pochowski (CRD# 5125189) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mayville, WI and has over 16 years of experience in the finance industry.
John Poels (CRD# 1964220) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beaver Dam, WI and has over 29 years of experience in the finance industry.
Chantel Rechek (CRD# 4803567) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 19 years of experience in the finance industry.
Brian Rogers (CRD# 6887711) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 6 years of experience in the finance industry. Brian Rogers 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.
Douglas Rohan (CRD# 4272692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oshkosh, WI and has over 23 years of experience in the finance industry.
Brenda Rolli (CRD# 2639179) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 28 years of experience in the finance industry.
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.