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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
John Lauderdale (CRD# 2165547) is an Investment Advisor Representative working at Palmetto Advisory in Colgate, WI and has over 32 years of experience in the finance industry.
Greg Lavin (CRD# 2413278) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fond Du Lac, WI and has over 23 years of experience in the finance industry.
Jacob Lechusz (CRD# 4799693) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 19 years of experience in the finance industry.
Tanner Leister (CRD# 6668346) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 7 years of experience in the finance industry.
Ralph Lemley (CRD# 306406) is an Investment Advisor Representative working at Lemley Yarling Management Co in Madison, WI and has over 40 years of experience in the finance industry.
Jean Lichtensteiger (CRD# 5036594) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 14 years of experience in the finance industry.
Shawn Longley (CRD# 2685281) is an Investment Advisor Representative working at Wells Fargo Advisors in Fond Du Lac, WI and has over 27 years of experience in the finance industry. Shawn Longley 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.
Alec Lothert (CRD# 5158511) is an Investment Advisor Representative working at Edward Jones in Hartford, WI and has over 17 years of experience in the finance industry.
Todd Lowe (CRD# 6614937) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 8 years of experience in the finance industry.
Aaron Luccas (CRD# 5746432) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Germantown, WI and has over 12 years of experience in the finance industry.