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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
Gerald Jones (CRD# 5948164) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mequon, WI and has over 12 years of experience in the finance industry.
Elliott Katz (CRD# 839300) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 43 years of experience in the finance industry.
Thomas Kelley (CRD# 1449947) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 38 years of experience in the finance industry. Thomas Kelley 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 Kelly (CRD# 2037904) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 33 years of experience in the finance industry.
John Kennedy (CRD# 4337163) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 22 years of experience in the finance industry.
Caleb Keshemberg (CRD# 6671062) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 6 years of experience in the finance industry.
Robert Kieckhefer (CRD# 3158584) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 25 years of experience in the finance industry.
Julie Kiel (CRD# 1236540) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 30 years of experience in the finance industry.
Denise Klemens (CRD# 1161841) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 24 years of experience in the finance industry. Denise Klemens 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.
William Koehler (CRD# 1332145) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mequon, WI and has over 39 years of experience in the finance industry.