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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
Kathryn Carey (CRD# 2482565) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 29 years of experience in the finance industry.
James Carlson (CRD# 707997) is an Investment Advisor Representative working at Northland Asset Management in Milwaukee, WI and has over 44 years of experience in the finance industry.
Mitchell Carlson (CRD# 6222706) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry. Mitchell Carlson 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.
Jeffrey Casper (CRD# 2373490) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Milwaukee, WI and has over 23 years of experience in the finance industry.
Michelle Casper (CRD# 1715893) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milwaukee, WI and has over 20 years of experience in the finance industry.
John Ceaglske (CRD# 3168961) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Milwaukee, WI and has over 25 years of experience in the finance industry.
Ralph Cefalu (CRD# 1102603) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 41 years of experience in the finance industry.
Loretta Charron (CRD# 1258561) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 40 years of experience in the finance industry.
Paul Christian (CRD# 2448095) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 30 years of experience in the finance industry.
Billie Christiansen (CRD# 5187799) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 12 years of experience in the finance industry.