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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
Timothy Forster (CRD# 3259870) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 24 years of experience in the finance industry.
Kelly France (CRD# 4686373) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 20 years of experience in the finance industry. Kelly France 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.
Korrie Frank (CRD# 6671233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 6 years of experience in the finance industry.
Paul Fuhrman (CRD# 1571669) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has over 37 years of experience in the finance industry.
Jon Gadberry (CRD# 6576530) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 8 years of experience in the finance industry.
Adam Gewiss (CRD# 6364035) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has over 9 years of experience in the finance industry. Adam Gewiss 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.
Ronald Gloe (CRD# 721830) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Eau Claire, WI and has over 38 years of experience in the finance industry. Ronald Gloe 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.
Michael Hall (CRD# 1660729) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 36 years of experience in the finance industry.
Kurt Hanke (CRD# 4304537) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 23 years of experience in the finance industry.
Gina Hartke (CRD# 5580398) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 15 years of experience in the finance industry.