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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
Phillip Cartwright (CRD# 4287303) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 23 years of experience in the finance industry.
Karl Casper (CRD# 1355604) is an Investment Advisor Representative working at Primerica Advisors in Green Bay, WI and has over 39 years of experience in the finance industry.
Julie Cassiani (CRD# 2957838) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 26 years of experience in the finance industry.
William Chambers (CRD# 735401) is an Investment Advisor Representative working at Chambers Financial Group, LLC in Green Bay, WI and has over 40 years of experience in the finance industry. William Chambers 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.
Patricia Chase (CRD# 2835574) is an Investment Advisor Representative working at Johnson Wealth Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Preston Cherry (CRD# 2926829) is an Investment Advisor Representative working at Concurrent Financial Planning, LLC in Green Bay, WI and has over 19 years of experience in the finance industry. Preston Cherry 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.
Todd Cherry (CRD# 4037294) is an Investment Advisor Representative working at Lpl Financial LLC in Kaukauna, WI and has over 24 years of experience in the finance industry.
Adam Christnovich (CRD# 5461753) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 16 years of experience in the finance industry.
Lisa Churas Werner (CRD# 4756231) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Neenah, WI and has over 19 years of experience in the finance industry.
Daniel Cibula (CRD# 3064641) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 25 years of experience in the finance industry.