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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
Ken Petter (CRD# 2456341) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sturgeon Bay, WI and has over 30 years of experience in the finance industry.
Andrea Pfefferman (CRD# 3232606) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Franken, WI and has over 24 years of experience in the finance industry.
Tara Pierre (CRD# 6213919) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 10 years of experience in the finance industry.
Mark Piper (CRD# 1947089) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 34 years of experience in the finance industry. Mark Piper 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.
Brent Polzin (CRD# 4761660) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 20 years of experience in the finance industry.
Scott Preece (CRD# 3005751) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 26 years of experience in the finance industry.
Douglas Prentice (CRD# 4428951) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pulaski, WI and has over 22 years of experience in the finance industry.
Patrick Radachi (CRD# 6167686) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 10 years of experience in the finance industry.
Jason Rockman (CRD# 2771722) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Chad Rohm (CRD# 5868898) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 13 years of experience in the finance industry.