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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
Mark Swenson (CRD# 5335977) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 16 years of experience in the finance industry.
Chris Thelen (CRD# 3053834) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 25 years of experience in the finance industry.
Gail Thiry (CRD# 3205374) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Luxemburg, WI and has over 21 years of experience in the finance industry.
Cheryl Tibbs (CRD# 4463975) is an Investment Advisor Representative working at Primerica Advisors in Green Bay, WI and has over 22 years of experience in the finance industry.
David Tulig (CRD# 6208978) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Green Bay, WI and has over 10 years of experience in the finance industry. David Tulig 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.
Dana Tupper (CRD# 5865505) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Luxemburg, WI and has over 13 years of experience in the finance industry.
Douglas Waelchli (CRD# 4534353) is an Investment Advisor Representative working at Harbour Investments, Inc. in Peshtigo, WI and has over 21 years of experience in the finance industry.
Derrick Watts (CRD# 2479608) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 29 years of experience in the finance industry.
Steven Westenberg (CRD# 2440924) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconto, WI and has over 30 years of experience in the finance industry.