-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Paul Aftanas (CRD# 4671712) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 20 years of experience in the finance industry. Paul Aftanas 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.
Jeremy Bartels (CRD# 6779817) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 6 years of experience in the finance industry.
Stephen Gustman (CRD# 5980387) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marinette, WI and has over 11 years of experience in the finance industry.
Joseph Klug (CRD# 6849291) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 6 years of experience in the finance industry.
Robert Kuntze (CRD# 5630296) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Marinette, WI and has over 14 years of experience in the finance industry.
Dina Loomis (CRD# 6499128) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 7 years of experience in the finance industry.
Michael Messer (CRD# 2070746) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marinette, WI and has over 33 years of experience in the finance industry.
Jason Smerchek (CRD# 6995808) is an Investment Advisor Representative working at Nicolet Wealth Management in Marinette, WI and has over 5 years of experience in the finance industry.
Tanessa Klug (CRD# 7169178) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 4 years of experience in the finance industry.
Kody Klumb (CRD# 7364659) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marinette, WI and has over 2 years of experience in the finance industry.