-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jonnie Douglas (CRD# 5726095) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 14 years of experience in the finance industry.
Christian Doule (CRD# 5469878) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
Bryan Drager (CRD# 5072276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 16 years of experience in the finance industry. Bryan Drager 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.
Gregory Dragolovich (CRD# 5318039) is an Investment Advisor Representative working at Edward Jones in Ripon, WI and has over 16 years of experience in the finance industry.
Michael Dreyer (CRD# 5820661) is an Investment Advisor Representative working at Harbour Investments, Inc. in Appleton, WI and has over 10 years of experience in the finance industry.
David Dudek (CRD# 4325384) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 22 years of experience in the finance industry.
Samuel Duell (CRD# 4440609) is an Investment Advisor Representative working at Duell Financial Strategies in Appleton, WI and has over 22 years of experience in the finance industry.
Benjamin Durfee (CRD# 2992833) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 26 years of experience in the finance industry. Benjamin Durfee 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.
Dennis Durocher (CRD# 2329223) is an Investment Advisor Representative working at Lpl Financial LLC in Menasha, WI and has over 30 years of experience in the finance industry. Dennis Durocher 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.
Brian Dvorak (CRD# 5514660) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Kaukauna, WI and has over 15 years of experience in the finance industry.