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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
Christopher Chlupp (CRD# 2950578) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 25 years of experience in the finance industry.
Christopher Clinton (CRD# 3170108) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Menomonee Falls, WI and has over 14 years of experience in the finance industry.
Casey Collins (CRD# 6040409) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 12 years of experience in the finance industry.
Nathan Corroy (CRD# 5443185) is an Investment Advisor Representative working at Richardson Capital Management, LLC in Menomonee Falls, WI and has 1 year of experience in the finance industry. Nathan Corroy 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.
Ronald Counsell (CRD# 5658405) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 14 years of experience in the finance industry.
Robert Cox (CRD# 6045945) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 11 years of experience in the finance industry.
Joseph Curatola (CRD# 3136222) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 22 years of experience in the finance industry.
Michael Delaney (CRD# 4899259) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sussex, WI and has over 19 years of experience in the finance industry.
Tyler Demge (CRD# 6291637) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Germantown, WI and has over 9 years of experience in the finance industry.
Rosemarie Demmer (CRD# 3104572) is an Investment Advisor Representative working at Edward Jones in West Bend, WI and has over 25 years of experience in the finance industry.