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Distance Only Onalaska, WI
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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
Michael Myers (CRD# 6938885) is an Investment Advisor Representative working at Commonwealth Financial Network in Onalaska, WI and has over 5 years of experience in the finance industry.
Lisa Newman (CRD# 3217965) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Onalaska, WI and has over 22 years of experience in the finance industry.
Todd Olson (CRD# 5447599) is an Investment Advisor Representative working at Edward Jones in Onalaska, WI and has over 15 years of experience in the finance industry.
Eve Opland (CRD# 6178112) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Onalaska, WI and has over 10 years of experience in the finance industry.
Kristy Peters (CRD# 4137600) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Onalaska, WI and has over 24 years of experience in the finance industry.
Kimberly Phillips (CRD# 4537953) is an Investment Advisor Representative working at Equitable Advisors, LLC in Onalaska, WI and has over 21 years of experience in the finance industry.
Andrew Sahlstrom (CRD# 6739517) is an Investment Advisor Representative working at Edward Jones in Onalaska, WI and has over 7 years of experience in the finance industry.
Lucas Schwaller (CRD# 6449880) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Onalaska, WI and has over 9 years of experience in the finance industry.
Jason Sobolik (CRD# 5425147) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Onalaska, WI and has over 16 years of experience in the finance industry. Jason Sobolik 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.
Shane Stuhr (CRD# 5183534) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Onalaska, WI and has over 17 years of experience in the finance industry. Shane Stuhr 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.