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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
Austin Korger (CRD# 5367443) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 16 years of experience in the finance industry.
Jason Kraemer (CRD# 4576636) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wisconsin Rapids, WI and has over 21 years of experience in the finance industry. Jason Kraemer 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.
Benjamin Laws (CRD# 4671932) is an Investment Advisor Representative working at Evexia Wealth, LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.
Jenna Laws (CRD# 5680395) is an Investment Advisor Representative working at Evexia Wealth, LLC in Stevens Point, WI and has over 14 years of experience in the finance industry. Jenna Laws 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.
Scott Lee (CRD# 6769604) is an Investment Advisor Representative working at Edward Jones in Marshfield, WI and has over 6 years of experience in the finance industry.
Skye Manning (CRD# 5745005) is an Investment Advisor Representative working at Edward Jones in Wisconsin Rapids, WI and has over 8 years of experience in the finance industry.
Patrick Marcell (CRD# 4438834) is an Investment Advisor Representative working at Elite Retirement Group in Plover, WI and has over 22 years of experience in the finance industry.
Nichole Matowitz (CRD# 5106574) is an Investment Advisor Representative working at Edward Jones in Plover, WI and has over 16 years of experience in the finance industry. Nichole Matowitz 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.
David Meyer (CRD# 2361034) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 30 years of experience in the finance industry. David Meyer 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.
Tania Meyer (CRD# 2361035) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 30 years of experience in the finance industry. Tania Meyer 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.