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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
Alex Brusda (CRD# 6592138) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 8 years of experience in the finance industry. Alex Brusda 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.
Roxanna Bruss (CRD# 6259836) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Green Bay, WI and has over 9 years of experience in the finance industry. Roxanna Bruss 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 Budinger (CRD# 2539606) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has over 29 years of experience in the finance industry. Daniel Budinger 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.
Jake Buman (CRD# 6637766) is an Investment Advisor Representative working at Cuso Financial Services in Kimberly, WI and has over 7 years of experience in the finance industry.
Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry. Douglass Burgdorf 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.
Gregory Burgett (CRD# 2195400) is an Investment Advisor Representative working at Principal Securities, Inc. in Sheboygan, WI and has over 32 years of experience in the finance industry.
Scott Burnoski (CRD# 6295552) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 10 years of experience in the finance industry.
Marlo Burns (CRD# 5402549) is an Investment Advisor Representative working at Cuso Financial Services in Appleton, WI and has over 9 years of experience in the finance industry.
Leslie Burton (CRD# 3067946) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 24 years of experience in the finance industry.
Carmen Buss (CRD# 1431605) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 36 years of experience in the finance industry.