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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
Kevin Gerard (CRD# 1849689) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mequon, WI and has over 35 years of experience in the finance industry.
Roger Gervais (CRD# 5678178) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 14 years of experience in the finance industry.
Blaine Gibson (CRD# 2420502) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 30 years of experience in the finance industry. Blaine Gibson 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.
Susan Goffiney-Walton (CRD# 6262974) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 10 years of experience in the finance industry.
Christopher Grant (CRD# 1428008) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 31 years of experience in the finance industry.
William Gray (CRD# 4746389) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 20 years of experience in the finance industry.
Michael Grimes (CRD# 3112155) is an Investment Advisor Representative working at Reinhart Partners, LLC in Mequon, WI and has over 24 years of experience in the finance industry.
Matthew Haas (CRD# 6090449) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 11 years of experience in the finance industry. Matthew Haas 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.
Chandra Hackett (CRD# 1846571) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mequon, WI and has over 34 years of experience in the finance industry.
Jon Hafemann (CRD# 6576402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 8 years of experience in the finance industry.