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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
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.
Andrew Roquet (CRD# 5480983) is an Investment Advisor Representative working at Mml Investors Services, LLC in Middleton, WI and has over 15 years of experience in the finance industry.
Christa Rubenzer Schonscheck (CRD# 6082657) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 10 years of experience in the finance industry. Christa Rubenzer Schonscheck 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.
Bradford Sabol (CRD# 2496569) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 29 years of experience in the finance industry.
John Scherer (CRD# 2603969) is an Investment Advisor Representative working at Trinity Financial Planning in Middleton, WI and has over 29 years of experience in the finance industry. John Scherer 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.
James Schmidt (CRD# 1863171) is an Investment Advisor Representative working at Equitable Advisors, LLC in Middleton, WI and has over 35 years of experience in the finance industry.
Darrin Sharp (CRD# 4084080) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 24 years of experience in the finance industry.
David Sorensen (CRD# 828471) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Middleton, WI and has over 43 years of experience in the finance industry.