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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
Trent Santos (CRD# 5434231) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, WI and has over 16 years of experience in the finance industry.
Jeffrey Stuckert (CRD# 1476419) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New Berlin, WI and has over 38 years of experience in the finance industry.
Kenneth Stuckert (CRD# 4889984) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New Berlin, WI and has over 15 years of experience in the finance industry. Kenneth Stuckert 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.
Eugene Szaj (CRD# 441666) is an Investment Advisor Representative working at Disciplined Financial Services, Inc. in New Berlin, WI and has over 43 years of experience in the finance industry.
Jennifer Szeklinski (CRD# 4655145) is an Investment Advisor Representative working at Rossby Financial, LLC in New Berlin, WI and has over 12 years of experience in the finance industry.
David Tuttle (CRD# 2452943) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Berlin, WI and has over 29 years of experience in the finance industry. David Tuttle 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.
Christopher Wacker (CRD# 3028507) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in New Berlin, WI and has over 25 years of experience in the finance industry.
Tyler Schaller (CRD# 7209717) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in New Berlin, WI and has over 3 years of experience in the finance industry.
Robert Sperka (CRD# 7187820) is an Investment Advisor Representative working at Sperka Investment Management, LLC in New Berlin, WI and has over 3 years of experience in the finance industry.
Justin Weil (CRD# 6520840) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, WI and has 1 year of experience in the finance industry.