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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
Kevin Snow (CRD# 1941166) is an Investment Advisor Representative working at Lpl Financial LLC in Wausau, WI and has over 35 years of experience in the finance industry. Kevin Snow 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.
Nicholas Snow (CRD# 6958249) is an Investment Advisor Representative working at Lpl Financial LLC in Geneva, IL and has over 5 years of experience in the finance industry. Nicholas Snow 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.
Tracey Stalter (CRD# 4185037) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 23 years of experience in the finance industry. Tracey Stalter 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.
Marisa Steinbach (CRD# 5495257) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshfield, WI and has over 7 years of experience in the finance industry.
David Stellpflug (CRD# 1464357) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 38 years of experience in the finance industry.
Steven Story (CRD# 2574091) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wausau, WI and has over 29 years of experience in the finance industry.
Heather Summers (CRD# 5782719) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wausau, WI and has over 14 years of experience in the finance industry.
Scott Tank (CRD# 2080569) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Stevens Point, WI and has over 31 years of experience in the finance industry.
Janelle Thompson (CRD# 6338173) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 6 years of experience in the finance industry.
Timothy Thompson (CRD# 2026912) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 34 years of experience in the finance industry.