-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jeremy Pinnow (CRD# 4229673) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brodhead, WI and has over 23 years of experience in the finance industry.
Douglas Riedl (CRD# 3165287) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lena, IL and has over 24 years of experience in the finance industry.
Maryjo Shepler (CRD# 1633146) is an Investment Advisor Representative working at Commonwealth Financial Network in Oregon, WI and has over 37 years of experience in the finance industry.
Bryan Smith (CRD# 1529697) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stoughton, WI and has over 34 years of experience in the finance industry.
Christine Sperry (CRD# 4619178) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, WI and has over 20 years of experience in the finance industry.
Andrew Stewart (CRD# 6768828) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Freeport, IL and has over 7 years of experience in the finance industry.
Bradley Stewart (CRD# 6826459) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 6 years of experience in the finance industry. Bradley Stewart 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.
Aaron Tachon (CRD# 5509270) is an Investment Advisor Representative working at Harbour Investments, Inc. in Stoughton, WI and has over 16 years of experience in the finance industry.
David Tansor (CRD# 1856557) is an Investment Advisor Representative working at Lpl Financial LLC in Hollandale, WI and has over 31 years of experience in the finance industry.
Stephen Tone (CRD# 5103897) is an Investment Advisor Representative working at Tone Financial Advisors, LLC in Stoughton, WI and has over 18 years of experience in the finance industry.