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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 Cohrs (CRD# 2314819) is an Investment Advisor Representative working at Edward Jones in Merrill, WI and has over 31 years of experience in the finance industry.
Pierce Dopp (CRD# 2350012) is an Investment Advisor Representative working at Lpl Financial LLC in Merrill, WI and has over 30 years of experience in the finance industry.
Jeffery Isaacson (CRD# 1974540) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merrill, WI and has over 34 years of experience in the finance industry.
Kelly Oday (CRD# 6953356) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Merrill, WI and has over 5 years of experience in the finance industry.
David Purmal (CRD# 2608604) is an Investment Advisor Representative working at Edward Jones in Merrill, WI and has over 28 years of experience in the finance industry.
Christopher Robinson (CRD# 6216359) is an Investment Advisor Representative working at Edward Jones in Merrill, WI and has over 10 years of experience in the finance industry.
Ian Cohrs (CRD# 7658414) is an Investment Advisor Representative working at Edward Jones in Merrill, WI and has 1 year of experience in the finance industry.
Mary Klug (CRD# 7488734) is an Investment Advisor Representative working at Gradient Advisors, LLC in Merrill, WI and has over 2 years of experience in the finance industry.
Robert Oemig (CRD# 7493763) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Merrill, WI and has 1 year of experience in the finance industry.
Theresa Artac (CRD# 6498813) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wausau, WI and has over 7 years of experience in the finance industry. Theresa Artac 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.