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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
Mary Hiss (CRD# 6173711) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 9 years of experience in the finance industry. Mary Hiss 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.
Steven Hoffman (CRD# 4052018) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 24 years of experience in the finance industry.
David Hopkins (CRD# 5595380) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 15 years of experience in the finance industry. David Hopkins 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 Ingenthron (CRD# 6460585) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Whitehall, WI and has over 8 years of experience in the finance industry.
Jonathan Ippel (CRD# 5833663) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 12 years of experience in the finance industry. Jonathan Ippel 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.
Jason Johnson (CRD# 6601084) is an Investment Advisor Representative working at Edward Jones in Menomonie, WI and has over 8 years of experience in the finance industry.
Robert Johnson (CRD# 3033463) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eau Claire, WI and has over 23 years of experience in the finance industry.
David Jones (CRD# 2002891) is an Investment Advisor Representative working at Jones Financial Consulting, LLC in Eau Claire, WI and has over 34 years of experience in the finance industry. David Jones 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.
Timothy Kalien (CRD# 3034868) is an Investment Advisor Representative working at Commonwealth Financial Network in Eau Claire, WI and has over 26 years of experience in the finance industry.
Benjamin Kanz (CRD# 4119942) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.