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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
Erik Anderson (CRD# 4127143) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Creek, WI and has over 24 years of experience in the finance industry.
Jason Atwater (CRD# 5006690) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oak Creek, WI and has over 18 years of experience in the finance industry.
Michelle Bertram (CRD# 6943626) is an Investment Advisor Representative working at Edward Jones in Oak Creek, WI and has over 5 years of experience in the finance industry.
Timothy Cerny (CRD# 2233044) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Creek, WI and has over 31 years of experience in the finance industry.
Joshua Christensen (CRD# 6682873) is an Investment Advisor Representative working at Edward Jones in Oak Creek, WI and has over 7 years of experience in the finance industry.
Jeremy Frantz (CRD# 6568403) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Creek, WI and has over 8 years of experience in the finance industry.
Timothy Halverson (CRD# 2952481) is an Investment Advisor Representative working at Russell Investments in Oak Creek, WI and has over 26 years of experience in the finance industry.
Kevin Lenci (CRD# 4037734) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Creek, WI and has over 24 years of experience in the finance industry. Kevin Lenci 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.
Prabhjot Malhotra (CRD# 6731318) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Creek, WI and has over 6 years of experience in the finance industry.
Scott Mank (CRD# 6594137) is an Investment Advisor Representative working at Edward Jones in Oak Creek, WI and has over 8 years of experience in the finance industry.