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Distance Only Middleton, WI
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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
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 2 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.
Mckenna Makela (CRD# 7315041) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC 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.
Jean Modos (CRD# 2257797) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 23 years of experience in the finance industry. Jean Modos 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.
Cruse Schuster (CRD# 7610610) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Middleton, WI and has 1 year of experience in the finance industry.
Brenda Sims (CRD# 5501442) is an Investment Advisor Representative working at T. Anton Investment House, Inc. in Middleton, WI and has over 14 years of experience in the finance industry.