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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
Paul Coggins (CRD# 1691220) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mauston, WI and has over 36 years of experience in the finance industry. Paul Coggins 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.
Kiril Kustief (CRD# 4299078) is an Investment Advisor Representative working at Edward Jones in Mauston, WI and has over 23 years of experience in the finance industry.
Kenneth Schmocker (CRD# 1388354) is an Investment Advisor Representative working at Commonwealth Financial Network in Mauston, WI and has over 38 years of experience in the finance industry.
Robert Schmocker (CRD# 4270261) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mauston, WI and has over 23 years of experience in the finance industry.
Andrew Tengblad (CRD# 5117922) is an Investment Advisor Representative working at Commonwealth Financial Network in Mauston, WI and has over 17 years of experience in the finance industry.
Alexandria Beenken (CRD# 7673766) is an Investment Advisor Representative working at Edward Jones in Mauston, WI and has 1 year of experience in the finance industry.
Nicholas Alsteen (CRD# 5078644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 18 years of experience in the finance industry. Nicholas Alsteen 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.
Roger Bakken (CRD# 4925099) is an Investment Advisor Representative working at Edward Jones in Tomah, WI and has over 18 years of experience in the finance industry. Roger Bakken 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.
Lori Barry (CRD# 5771498) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 13 years of experience in the finance industry.
Joseph Berry (CRD# 3051227) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 25 years of experience in the finance industry.