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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 Baumann (CRD# 4561489) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brookfield, WI and has over 21 years of experience in the finance industry.
Lori Baumann (CRD# 4891148) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 19 years of experience in the finance industry.
Paul Baures (CRD# 2455458) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 30 years of experience in the finance industry.
Sandra Bawolek (CRD# 4909642) is an Investment Advisor Representative working at Principal Securities, Inc. in Wauwatosa, WI and has over 8 years of experience in the finance industry.
William Baxter (CRD# 2816654) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 27 years of experience in the finance industry. William Baxter 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.
Kevin Bay (CRD# 1617238) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brookfield, WI and has over 31 years of experience in the finance industry.
Anthony Beadell (CRD# 4333695) is an Investment Advisor Representative working at Beadell A D Investment Counsel Inc. in Mequon, WI and has 1 year of experience in the finance industry.
Jon Beadell (CRD# 5880945) is an Investment Advisor Representative working at Beadell A D Investment Counsel Inc. in Mequon, WI and has over 13 years of experience in the finance industry.
Mark Beck (CRD# 2616519) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 29 years of experience in the finance industry.
Eric Becker (CRD# 4512430) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in New Berlin, WI and has over 21 years of experience in the finance industry.