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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
James Haygood (CRD# 5947328) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 12 years of experience in the finance industry. James Haygood 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.
Christine Hayward (CRD# 5385080) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Middleton, WI and has over 12 years of experience in the finance industry.
Daniel Helf (CRD# 5326995) is an Investment Advisor Representative working at Lpl Financial LLC in Middleton, WI and has over 15 years of experience in the finance industry.
Nicholas Hensen (CRD# 4937915) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 18 years of experience in the finance industry.
Jay Hinkens (CRD# 4754606) is an Investment Advisor Representative working at Harbour Investments, Inc. in Middleton, WI and has over 19 years of experience in the finance industry. Jay Hinkens 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.
Kristine Hoffman (CRD# 3231753) 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.
Mary Holzhauer (CRD# 6450404) is an Investment Advisor Representative working at Lpl Financial LLC in Middleton, WI and has over 8 years of experience in the finance industry. Mary Holzhauer 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.
Christopher Johnson (CRD# 6077904) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has over 9 years of experience in the finance industry. Christopher Johnson 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.
Daniel Kauper (CRD# 1439147) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 38 years of experience in the finance industry. Daniel Kauper 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.
Jared Kleinbrook (CRD# 5536933) 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.