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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
Charles Ouimette (CRD# 6838102) is an Investment Advisor Representative working at Edward Jones in Kronenwetter, WI and has over 6 years of experience in the finance industry.
Charles Ouimette (CRD# 2170929) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 32 years of experience in the finance industry.
Joel Paetznick (CRD# 5675719) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 14 years of experience in the finance industry.
Joel Pergolski (CRD# 5359480) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wausau, WI and has over 14 years of experience in the finance industry.
Benjamin Peterson (CRD# 6137351) is an Investment Advisor Representative working at Edward Jones in Wausau, WI and has over 11 years of experience in the finance industry.
Lawrence Peterson (CRD# 2595421) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 29 years of experience in the finance industry.
Patrick Poeschel (CRD# 6796815) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 6 years of experience in the finance industry.
Kara Proctor (CRD# 5719166) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 10 years of experience in the finance industry. Kara Proctor 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.
Terri Rau (CRD# 5574111) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 11 years of experience in the finance industry.
Jeremy Reif (CRD# 4815206) is an Investment Advisor Representative working at Point Wealth, LLC in Wausau, WI and has over 18 years of experience in the finance industry.