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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
Matthew Niermeyer (CRD# 5128966) is an Investment Advisor Representative working at Harbour Investments, Inc. in Middleton, WI and has over 18 years of experience in the finance industry.
Joseph Onopa (CRD# 4226294) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Middleton, WI and has over 21 years of experience in the finance industry.
Michael Persinger (CRD# 2016136) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 24 years of experience in the finance industry.
Craig Peterman (CRD# 4377222) is an Investment Advisor Representative working at Prism Wealth Management in Middleton, WI and has over 23 years of experience in the finance industry. Craig Peterman 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.
Ronald Phelps (CRD# 2815525) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 27 years of experience in the finance industry.
Benjamin Plucker (CRD# 5948693) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 12 years of experience in the finance industry.
Paula Possin (CRD# 5381994) is an Investment Advisor Representative working at Lpl Financial LLC in Middleton, WI and has over 16 years of experience in the finance industry.
Eric Raether (CRD# 2480237) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 29 years of experience in the finance industry. Eric Raether 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.
John Riley (CRD# 3023584) is an Investment Advisor Representative working at Edward Jones in Middleton, WI and has over 26 years of experience in the finance industry. John Riley 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.
Alfred Roberts (CRD# 2949885) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Middleton, WI and has over 26 years of experience in the finance industry. Alfred Roberts 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.