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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
David Harris (CRD# 1379543) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sturgeon Bay, WI and has over 38 years of experience in the finance industry.
Brian Hartl (CRD# 2416070) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sturgeon Bay, WI and has over 30 years of experience in the finance industry.
Matthew Heling (CRD# 6359492) is an Investment Advisor Representative working at Edward Jones in Oconto, WI and has over 9 years of experience in the finance industry.
Samuel Hofer (CRD# 1663287) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Crivitz, WI and has over 29 years of experience in the finance industry. Samuel Hofer 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.
Terrence Jack (CRD# 2542035) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 22 years of experience in the finance industry.
Rachael Jacques (CRD# 6485169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stephenson, MI and has over 6 years of experience in the finance industry.
Jack Keller (CRD# 3012353) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgeon Bay, WI and has over 25 years of experience in the finance industry.
William Kletzien (CRD# 1221137) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 40 years of experience in the finance industry.
William Kletzien (CRD# 5254482) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 17 years of experience in the finance industry.
Joseph Klug (CRD# 6849291) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 6 years of experience in the finance industry.