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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
Alex Matz (CRD# 7320900) is an Investment Advisor Representative working at Equitable Advisors, LLC in Onalaska, WI and has 1 year of experience in the finance industry.
Kathleen McAfee (CRD# 6666959) is an Investment Advisor Representative working at Equitable Advisors, LLC in Onalaska, WI and has over 5 years of experience in the finance industry.
Masen Miller (CRD# 7399586) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Onalaska, WI and has 1 year of experience in the finance industry.
Daniel Odenbach (CRD# 5848481) is an Investment Advisor Representative working at Commonwealth Financial Network in Onalaska, WI and has over 12 years of experience in the finance industry.
Andrew Steger (CRD# 7898224) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Onalaska, WI and has 1 year of experience in the finance industry. Andrew Steger 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.
Danny Albertson (CRD# 5573350) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Winona, MN and has over 15 years of experience in the finance industry.
Phillip Anderson (CRD# 1498354) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 37 years of experience in the finance industry. Phillip Anderson 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.
Curtis Becker (CRD# 2574978) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 15 years of experience in the finance industry.
Arne Beneke (CRD# 1207113) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Caledonia, MN and has over 40 years of experience in the finance industry. Arne Beneke 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.