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Distance Only Marshfield, WI
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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
Brian Kaiser (CRD# 3011904) is an Investment Advisor Representative working at Edward Jones in Marshfield, WI and has over 26 years of experience in the finance industry.
Scott Lee (CRD# 6769604) is an Investment Advisor Representative working at Edward Jones in Marshfield, WI and has over 6 years of experience in the finance industry.
David Meyer (CRD# 2361034) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 30 years of experience in the finance industry. David Meyer 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.
Tania Meyer (CRD# 2361035) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 30 years of experience in the finance industry. Tania Meyer 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.
Chris Neufeld (CRD# 2339237) is an Investment Advisor Representative working at Harbour Investments, Inc. in Marshfield, WI and has over 30 years of experience in the finance industry.
Jason Opie (CRD# 5624483) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshfield, WI and has over 15 years of experience in the finance industry.
Michelle Russell (CRD# 5972949) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 12 years of experience in the finance industry. Michelle Russell 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.
Marisa Steinbach (CRD# 5495257) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshfield, WI and has over 7 years of experience in the finance industry.
Steven Brinkman (CRD# 7062033) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marshfield, WI and has over 4 years of experience in the finance industry.
Kaylob Croston (CRD# 7246677) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 2 years of experience in the finance industry.