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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
James O'reilly (CRD# 5614137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 15 years of experience in the finance industry.
Daniel Oconnor (CRD# 2612355) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 28 years of experience in the finance industry.
Michael Palmisano (CRD# 1664569) is an Investment Advisor Representative working at Diversified Capital Wealth Management, LLC in Mequon, WI and has over 36 years of experience in the finance industry.
Gregory Pauly (CRD# 5273543) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 17 years of experience in the finance industry.
Kathleen Pederson (CRD# 5320577) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 16 years of experience in the finance industry.
Julie Peterson (CRD# 2305726) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mequon, WI and has over 30 years of experience in the finance industry.
Michelle Plumridge (CRD# 4499685) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 20 years of experience in the finance industry.
James Reinhart (CRD# 704963) is an Investment Advisor Representative working at Reinhart Partners, LLC in Mequon, WI and has over 44 years of experience in the finance industry.
Matthew Richmond (CRD# 2729015) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 28 years of experience in the finance industry.
Jeffrey Rochon (CRD# 5912987) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 13 years of experience in the finance industry.