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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
William Casey (CRD# 1094418) is an Investment Advisor Representative working at Merit Financial Advisors in Manitowoc, WI and has over 40 years of experience in the finance industry. William Casey 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.
Julie Cassiani (CRD# 2957838) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 26 years of experience in the finance industry.
Timothy Chase (CRD# 2445452) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manitowoc, WI and has over 30 years of experience in the finance industry.
Todd Cherry (CRD# 4037294) is an Investment Advisor Representative working at Lpl Financial LLC in Kaukauna, WI and has over 24 years of experience in the finance industry.
Adam Christnovich (CRD# 5461753) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 16 years of experience in the finance industry.
Lisa Churas Werner (CRD# 4756231) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Neenah, WI and has over 19 years of experience in the finance industry.
Patrick Collar (CRD# 4313718) is an Investment Advisor Representative working at Collar Capital Management, LLC in Appleton, WI and has over 23 years of experience in the finance industry.
Megan Coronado (CRD# 6376043) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 9 years of experience in the finance industry.
Nicholas Corrente (CRD# 2903981) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 26 years of experience in the finance industry.