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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
Daniel Koth (CRD# 4539822) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 13 years of experience in the finance industry.
Michael Kramer (CRD# 4270102) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 23 years of experience in the finance industry.
Todd Krieg (CRD# 4342164) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has 1 year of experience in the finance industry.
Courtney Krogstad (CRD# 6030675) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 12 years of experience in the finance industry.
Thomas Lane (CRD# 6210038) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 10 years of experience in the finance industry. Thomas Lane 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.
Dana Larsen (CRD# 5671259) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 7 years of experience in the finance industry.
John Larsen (CRD# 1179526) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 40 years of experience in the finance industry.
Gordan Lasic (CRD# 5074233) is an Investment Advisor Representative working at Reinhart Partners, LLC in Mequon, WI and has over 18 years of experience in the finance industry.
Scott Latzke (CRD# 4159437) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mequon, WI and has over 24 years of experience in the finance industry.
Brian Leadley (CRD# 6749929) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 7 years of experience in the finance industry.