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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
Timothy Bartelt (CRD# 2501532) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has over 29 years of experience in the finance industry.
Brian Bartholomew (CRD# 6180261) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.
Derek Bartle (CRD# 6069249) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sussex, WI and has over 11 years of experience in the finance industry.
Marta Bartolacci (CRD# 6434464) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pewaukee, WI and has over 9 years of experience in the finance industry.
Charles Batchelor (CRD# 5877693) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has 1 year of experience in the finance industry.
K. Robert Batchelor (CRD# 2763626) is an Investment Advisor Representative working at Entasis Asset Management LLC in Brookfield, WI and has over 24 years of experience in the finance industry.
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.
Amy Baumhofer (CRD# 6727391) is an Investment Advisor Representative working at Edward Jones in Lake Mills, WI and has over 7 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.