-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Steven Latham (CRD# 5432016) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 16 years of experience in the finance industry. Steven Latham 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.
Scott Lawton (CRD# 6691890) is an Investment Advisor Representative working at Edward Jones in Altoona, WI and has over 7 years of experience in the finance industry.
Thomas Lind (CRD# 3102938) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Eau Claire, WI and has over 25 years of experience in the finance industry. Thomas Lind 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.
Michael Linse (CRD# 2227376) is an Investment Advisor Representative working at Principal Securities, Inc. in Mondovi, WI and has over 32 years of experience in the finance industry. Michael Linse 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.
Amy Lofgren (CRD# 5535756) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 5 years of experience in the finance industry.
Brian Martin (CRD# 5412948) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 16 years of experience in the finance industry. Brian Martin 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.
James Massey (CRD# 1298358) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eau Claire, WI and has over 39 years of experience in the finance industry.
Noah Mazur (CRD# 4513614) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 22 years of experience in the finance industry.
Christopher Meeks (CRD# 6753384) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 7 years of experience in the finance industry.
Jonathan Meinholz (CRD# 5675772) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Eau Claire, WI and has over 12 years of experience in the finance industry. Jonathan Meinholz 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.