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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
Dana Kolbe (CRD# 4755764) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wausau, WI and has over 9 years of experience in the finance industry.
Hanna Koss (CRD# 5375561) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wausau, WI and has over 4 years of experience in the finance industry.
Rachel Leinon (CRD# 6735263) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wausau, WI and has over 3 years of experience in the finance industry.
Christina Lopes-Serrao (CRD# 7530957) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 2 years of experience in the finance industry.
Steven Luther (CRD# 7357280) is an Investment Advisor Representative working at Edward Jones in Wausau, WI and has over 2 years of experience in the finance industry.
Stephen Martin (CRD# 7608799) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has 1 year of experience in the finance industry.
Dalton Matkovich (CRD# 7471492) is an Investment Advisor Representative working at United Advisors America in Kronenwetter, WI and has 1 year of experience in the finance industry.
Brant Meyer (CRD# 7194180) is an Investment Advisor Representative working at Principal Securities, Inc. in Wausau, WI and has over 4 years of experience in the finance industry.
Jerome Morrison (CRD# 7288687) is an Investment Advisor Representative working at Edward Jones in Tomahawk, WI and has over 3 years of experience in the finance industry.
Elizabeth Oestreich (CRD# 7360353) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wausau, WI and has over 2 years of experience in the finance industry.