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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
Zachary Burch (CRD# 7127222) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 4 years of experience in the finance industry.
Lucy Cuff (CRD# 7794946) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has 1 year of experience in the finance industry.
Brian Dayton (CRD# 7312422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 3 years of experience in the finance industry.
Stephen Duhn (CRD# 7333437) is an Investment Advisor Representative working at Morgan Stanley in Middleton, WI and has 1 year of experience in the finance industry.
Austin Flower (CRD# 7718215) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has 1 year of experience in the finance industry.
Stephen Fuller (CRD# 7368675) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 3 years of experience in the finance industry.
Megan Harris (CRD# 6685348) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has 1 year of experience in the finance industry. Megan Harris 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.
Dayton Hoffmann (CRD# 7559109) is an Investment Advisor Representative working at Googins Advisors, Inc. in Middleton, WI and has 1 year of experience in the finance industry.
William Lauderdale (CRD# 7546135) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Middleton, WI and has 1 year of experience in the finance industry.
Christoph Meixelsperger (CRD# 6893524) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Middleton, WI and has over 4 years of experience in the finance industry.