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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
David Stellpflug (CRD# 1464357) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 38 years of experience in the finance industry.
Steven Story (CRD# 2574091) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wausau, WI and has over 29 years of experience in the finance industry.
Heather Summers (CRD# 5782719) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wausau, WI and has over 14 years of experience in the finance industry.
Timothy Thompson (CRD# 2026912) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 34 years of experience in the finance industry.
Robert Wachholz (CRD# 4619539) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 21 years of experience in the finance industry.
Kurt Waid (CRD# 5202622) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wausau, WI and has over 17 years of experience in the finance industry.
Patrick Wallschlaeger (CRD# 865976) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 41 years of experience in the finance industry.
Scott Wallschlaeger (CRD# 4866274) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 19 years of experience in the finance industry. Scott Wallschlaeger 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.
Kerry Whalen (CRD# 1570057) is an Investment Advisor Representative working at On Investment Management Co in Wausau, WI and has over 29 years of experience in the finance industry.
Donald Wild (CRD# 4686607) is an Investment Advisor Representative working at Edward Jones in Wausau, WI and has over 20 years of experience in the finance industry. Donald Wild 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.