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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
Jack Knetter (CRD# 5007135) is an Investment Advisor Representative working at Terra Wealth in Mosinee, WI and has over 18 years of experience in the finance industry.
Clayton Knoke (CRD# 5847242) is an Investment Advisor Representative working at Edward Jones in Wisconsin Rapids, WI and has over 13 years of experience in the finance industry.
Jason Kraemer (CRD# 4576636) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wisconsin Rapids, WI and has over 21 years of experience in the finance industry. Jason Kraemer 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.
Skye Manning (CRD# 5745005) is an Investment Advisor Representative working at Edward Jones in Wisconsin Rapids, WI and has over 8 years of experience in the finance industry.
Juli McNeely (CRD# 2750265) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has over 27 years of experience in the finance industry. Juli McNeely 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.
Timothy Meyers (CRD# 4645273) is an Investment Advisor Representative working at Edward Jones in Nekoosa, WI and has over 20 years of experience in the finance industry.
John Moffat (CRD# 3135347) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 25 years of experience in the finance industry.
Patrick Murphy (CRD# 1098522) is an Investment Advisor Representative working at Edward Jones in Wisconsin Rapids, WI and has over 41 years of experience in the finance industry.
Lawrence Nack (CRD# 4416940) is an Investment Advisor Representative working at Lpl Financial LLC in Auburndale, WI and has over 22 years of experience in the finance industry.
Scott Paterick (CRD# 2344773) is an Investment Advisor Representative working at Harbour Investments, Inc. in Wisconsin Rapids, WI and has over 30 years of experience in the finance industry.