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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
Jacob Harmsen (CRD# 5227590) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 15 years of experience in the finance industry. Jacob Harmsen 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.
Benjamin Hayes (CRD# 5123442) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 17 years of experience in the finance industry. Benjamin Hayes 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.
James Hayes (CRD# 2775049) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Green Bay, WI and has over 27 years of experience in the finance industry.
Matthew Heling (CRD# 6359492) is an Investment Advisor Representative working at Edward Jones in Oconto, WI and has over 9 years of experience in the finance industry.
Eric Heus (CRD# 2403656) 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.
Alan Hicks (CRD# 1540412) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Green Bay, WI and has over 37 years of experience in the finance industry. Alan Hicks 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.
Gideon Hicks (CRD# 6170332) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Green Bay, WI and has over 11 years of experience in the finance industry. Gideon Hicks 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.
Samuel Hofer (CRD# 1663287) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Crivitz, WI and has over 29 years of experience in the finance industry. Samuel Hofer 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.
Daniel Holl (CRD# 2820973) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
David Horn (CRD# 4947707) is an Investment Advisor Representative working at Fiduciary Insight, LLC in Suamico, WI and has over 18 years of experience in the finance industry.