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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
Kathryn Fisher Davies (CRD# 4229107) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 23 years of experience in the finance industry.
Matthew Fizell (CRD# 6579642) is an Investment Advisor Representative working at Harmony Wealth in Madison, WI and has over 8 years of experience in the finance industry. Matthew Fizell 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.
Jennifer Flenz (CRD# 6172832) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 10 years of experience in the finance industry.
Elizabeth Fox (CRD# 6115509) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Richfield, WI and has over 10 years of experience in the finance industry.
Barbara Frenz (CRD# 874227) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fond Du Lac, WI and has over 44 years of experience in the finance industry.
John Furrer (CRD# 2673056) is an Investment Advisor Representative working at Lpl Financial LLC in Menomonee Falls, WI and has over 28 years of experience in the finance industry.
Earl Gauger (CRD# 2881767) is an Investment Advisor Representative working at Harbour Investments, Inc. in Menomonee Falls, WI and has over 26 years of experience in the finance industry. Earl Gauger 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.
James Gehring (CRD# 3218466) is an Investment Advisor Representative working at Edward Jones in Slinger, WI and has over 24 years of experience in the finance industry.
James Gehring (CRD# 5732617) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 14 years of experience in the finance industry.
Jessica Geiszler (CRD# 5929576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 12 years of experience in the finance industry.