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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
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.
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.
Anthony Powers (CRD# 4828523) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 19 years of experience in the finance industry. Anthony Powers 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.
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.
Brett Reiss (CRD# 3232158) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 24 years of experience in the finance industry. Brett Reiss 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.
Lee Revolinski (CRD# 3132974) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Green Bay, WI and has over 25 years of experience in the finance industry. Lee Revolinski 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.
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.
Larry Rose (CRD# 2432594) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.