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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
Cheryl Moss (CRD# 2806535) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 27 years of experience in the finance industry. Cheryl Moss 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.
Laura Mossakowski (CRD# 4433280) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 22 years of experience in the finance industry. Laura Mossakowski 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.
Brett Nicklaus (CRD# 1570558) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 32 years of experience in the finance industry. Brett Nicklaus 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.
David Noakes (CRD# 2226048) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 32 years of experience in the finance industry.
Robert O'brien (CRD# 5104170) is an Investment Advisor Representative working at Edward Jones in Green Bay, WI and has over 18 years of experience in the finance industry.
Justin Oberg (CRD# 5030266) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 18 years of experience in the finance industry.
Shaefer Oshefsky (CRD# 4555978) is an Investment Advisor Representative working at Harbour Investments, Inc. in Luxemburg, WI and has over 21 years of experience in the finance industry.
Randy Panzer (CRD# 5377800) is an Investment Advisor Representative working at Edward Jones in Shawano, WI and has over 16 years of experience in the finance industry.
Scott Parson (CRD# 4750985) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shawano, WI and has over 20 years of experience in the finance industry.
David Passehl (CRD# 4873322) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shawano, WI and has over 19 years of experience in the finance industry.