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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
Dustin Koehler (CRD# 4975857) is an Investment Advisor Representative working at Edward Jones in Menomonee Falls, WI and has over 18 years of experience in the finance industry.
David Kroeninger (CRD# 1326537) is an Investment Advisor Representative working at Lpl Financial LLC in Menomonee Falls, WI and has over 39 years of experience in the finance industry.
Jacob Lechusz (CRD# 4799693) 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.
Tanner Leister (CRD# 6668346) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 7 years of experience in the finance industry.
Lorylen Ludgate (CRD# 5352715) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 16 years of experience in the finance industry.
Gerardo Martin (CRD# 6701538) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 7 years of experience in the finance industry.
Robert Mathers (CRD# 3168798) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Menomonee Falls, WI and has over 25 years of experience in the finance industry.
Rosalie Mathers (CRD# 6386118) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Menomonee Falls, WI and has over 8 years of experience in the finance industry. Rosalie Mathers 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.
Christopher Miller (CRD# 4459110) 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.
Buffy Moldenhauer (CRD# 2551510) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 29 years of experience in the finance industry.