-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Patrick McMahon (CRD# 2827133) is an Investment Advisor Representative working at Lpl Financial LLC in Middleton, WI and has over 27 years of experience in the finance industry. Patrick McMahon 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.
Katherine Megna (CRD# 5907957) is an Investment Advisor Representative working at On Investment Management Co in Middleton, WI and has over 12 years of experience in the finance industry.
Zach Meulemans (CRD# 6222462) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 10 years of experience in the finance industry. Zach Meulemans 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.
Cory Meyer (CRD# 5908714) is an Investment Advisor Representative working at Edward Jones in Middleton, WI and has over 12 years of experience in the finance industry.
Nicholas Moore (CRD# 5962681) is an Investment Advisor Representative working at Trinity Financial Planning in Middleton, WI and has over 9 years of experience in the finance industry.
William Mowbray (CRD# 707336) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Middleton, WI and has over 39 years of experience in the finance industry.
David Muehl (CRD# 4375044) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 21 years of experience in the finance industry.
Matthew Newman (CRD# 5118849) is an Investment Advisor Representative working at Independent Financial Group, LLC in Middleton, WI and has over 17 years of experience in the finance industry.
Bradley Nieder (CRD# 4596741) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 19 years of experience in the finance industry.
Leslie Niemeyer (CRD# 2166541) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 32 years of experience in the finance industry. Leslie Niemeyer 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.