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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
Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Portage, WI and has over 16 years of experience in the finance industry.
Kathleen Heim (CRD# 5522892) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaver Dam, WI and has over 13 years of experience in the finance industry.
Jamie Henning (CRD# 2306650) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaver Dam, WI and has over 31 years of experience in the finance industry.
David Herman (CRD# 836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Marsh, WI and has over 42 years of experience in the finance industry.
Shad Horton (CRD# 6679210) is an Investment Advisor Representative working at Edward Jones in Ripon, WI and has over 7 years of experience in the finance industry.
Kathy Houzner (CRD# 2125820) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 33 years of experience in the finance industry.
Griffin Kalepp (CRD# 6033428) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Baraboo, WI and has over 8 years of experience in the finance industry. Griffin Kalepp 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 Kampen (CRD# 5486541) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Endeavor, WI and has over 16 years of experience in the finance industry.
Michael Kapets (CRD# 5816890) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Beaver Dam, WI and has over 13 years of experience in the finance industry.
Nathan Keller (CRD# 3081819) is an Investment Advisor Representative working at Lpl Financial LLC in Wisconsin Dells, WI and has over 21 years of experience in the finance industry.