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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
Thomas Dolgaard (CRD# 3196817) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 19 years of experience in the finance industry.
Robert Dolnik (CRD# 4188034) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 23 years of experience in the finance industry. Robert Dolnik 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.
Paul Engle (CRD# 2967434) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 25 years of experience in the finance industry.
Scott Engroff (CRD# 4201947) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 23 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.
Ryan Hamilton (CRD# 6163201) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 11 years of experience in the finance industry.
Patricia Ingrilli (CRD# 3023384) 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.
Dave Isaacson (CRD# 2343751) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 30 years of experience in the finance industry.
Andrew Jacobsen (CRD# 5836552) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 13 years of experience in the finance industry.