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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
Phillip Kubichka (CRD# 6400210) is an Investment Advisor Representative working at Edward Jones in New Holstein, WI and has over 9 years of experience in the finance industry.
Logan Nienhaus (CRD# 6092866) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Holstein, WI and has over 5 years of experience in the finance industry.
Bradley Ruh (CRD# 5354923) is an Investment Advisor Representative working at Eagle Strategies LLC in New Holstein, WI and has over 13 years of experience in the finance industry.
Brian Ruh (CRD# 1970199) is an Investment Advisor Representative working at Eagle Strategies LLC in New Holstein, WI and has over 34 years of experience in the finance industry.
Daniel Weber (CRD# 3031253) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Holstein, WI and has over 25 years of experience in the finance industry.
Karen Weber (CRD# 5909494) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Holstein, WI and has over 10 years of experience in the finance industry.
Julie Woelfel (CRD# 6160674) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Holstein, WI and has over 10 years of experience in the finance industry.
Justin Weber (CRD# 6976373) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Holstein, WI and has over 4 years of experience in the finance industry.
Jason McGlone (CRD# 3078445) is an Investment Advisor Representative working at McGlone Suttner Wealth Management, Inc. in Appleton, WI and has over 25 years of experience in the finance industry. Jason McGlone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, and comply with the Financial...