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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
John Moffat (CRD# 3135347) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 25 years of experience in the finance industry.
Shanon Moon (CRD# 2972931) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plover, WI and has over 26 years of experience in the finance industry.
Patrick Murphy (CRD# 1098522) is an Investment Advisor Representative working at Edward Jones in Wisconsin Rapids, WI and has over 41 years of experience in the finance industry.
Michael Nerdahl (CRD# 4747928) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.
Chris Neufeld (CRD# 2339237) is an Investment Advisor Representative working at Harbour Investments, Inc. in Marshfield, WI and has over 30 years of experience in the finance industry.
Jason Opie (CRD# 5624483) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshfield, WI and has over 15 years of experience in the finance industry.
Scott Paterick (CRD# 2344773) is an Investment Advisor Representative working at Harbour Investments, Inc. in Wisconsin Rapids, WI and has over 30 years of experience in the finance industry.
Suzanne Pilger (CRD# 4551163) 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.
Timothy Roman (CRD# 2191056) is an Investment Advisor Representative working at Equitable Advisors, LLC in Stevens Point, WI and has over 32 years of experience in the finance industry.
Travis Rucinski (CRD# 6651448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 7 years of experience in the finance industry.