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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
Brian Bonewell (CRD# 2539844) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, WI and has over 29 years of experience in the finance industry. Brian Bonewell 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.
Jordan Bonnett (CRD# 6472424) is an Investment Advisor Representative working at Edward Jones in Sussex, WI and has over 8 years of experience in the finance industry.
Daniel Borchard (CRD# 5373958) is an Investment Advisor Representative working at Mariner Wealth in Brookfield, WI and has over 14 years of experience in the finance industry. Daniel Borchard 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.
Peggy Boris (CRD# 4917780) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 19 years of experience in the finance industry.
Kristen Borst (CRD# 6235369) is an Investment Advisor Representative working at Park Avenue Securities LLC in Germantown, WI and has over 6 years of experience in the finance industry.
Patrick Bortz (CRD# 6056846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oconomowoc, WI and has over 11 years of experience in the finance industry.
Charlotte Bouche (CRD# 2721792) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brookfield, WI and has over 28 years of experience in the finance industry. Charlotte Bouche 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.
Andrew Boyd (CRD# 1010936) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 42 years of experience in the finance industry.
David Boyer (CRD# 1467983) is an Investment Advisor Representative working at Edward Jones in Cedarburg, WI and has over 37 years of experience in the finance industry.
Christopher Brackman (CRD# 2097741) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Delafield, WI and has over 33 years of experience in the finance industry. Christopher Brackman 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.