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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
Michael Baerwald (CRD# 4824429) is an Investment Advisor Representative working at Edward Jones in Mayville, WI and has over 19 years of experience in the finance industry.
Larry Dogs (CRD# 2215488) is an Investment Advisor Representative working at Gradient Wealth Management in Mayville, WI and has over 32 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.
Kevin Reitz (CRD# 7369797) is an Investment Advisor Representative working at Lpl Financial LLC in Mayville, WI and has over 2 years of experience in the finance industry.
Kimberly Wenzel (CRD# 6479010) is an Investment Advisor Representative working at Lpl Financial LLC in Mayville, WI and has over 8 years of experience in the finance industry.
David Adams (CRD# 2186552) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 32 years of experience in the finance industry.
Lisa Adams (CRD# 2042816) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 33 years of experience in the finance industry. Lisa Adams 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.
Daniel Aiken (CRD# 4497282) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 21 years of experience in the finance industry.
Gregory Alft (CRD# 6158251) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sussex, WI and has over 10 years of experience in the finance industry.