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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
George Carpenter (CRD# 6025871) is an Investment Advisor Representative working at Madison Partners in Madison, WI and has over 12 years of experience in the finance industry.
Kristen Carreira (CRD# 5500358) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 16 years of experience in the finance industry.
Thomas Carroll (CRD# 1132925) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 40 years of experience in the finance industry.
Lindsey Casper (CRD# 6639815) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 5 years of experience in the finance industry.
Ronald Castrogiovanni (CRD# 1188451) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Middleton, WI and has over 40 years of experience in the finance industry. Ronald Castrogiovanni 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.
Peter Cavi (CRD# 4080024) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, WI and has over 24 years of experience in the finance industry.
Andrew Charles (CRD# 6504448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, WI and has over 6 years of experience in the finance industry.
Shirlene Chart (CRD# 5246812) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 9 years of experience in the finance industry.
Mark Chin (CRD# 1980056) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 11 years of experience in the finance industry.
Zola Clark (CRD# 6671596) is an Investment Advisor Representative working at Creative Planning in Madison, WI and has over 6 years of experience in the finance industry.