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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
Steven Klescewski (CRD# 2596821) is an Investment Advisor Representative working at Harbour Investments, Inc. in Cedar Grove, WI and has over 29 years of experience in the finance industry.
Peter Kobin (CRD# 4905981) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedarburg, WI and has over 19 years of experience in the finance industry.
Dale Kolar (CRD# 5265240) is an Investment Advisor Representative working at Lpl Financial LLC in Sheboygan, WI and has over 17 years of experience in the finance industry.
Justin Krueger (CRD# 5201537) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 17 years of experience in the finance industry. Justin Krueger 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.
Jeffrey Krummel (CRD# 4322150) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 16 years of experience in the finance industry.
Phillip Kubichka (CRD# 6400210) is an Investment Advisor Representative working at Edward Jones in New Holstein, WI and has over 9 years of experience in the finance industry.
Michael Kugler (CRD# 1272962) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Bend, WI and has over 39 years of experience in the finance industry.
Ryan Kunz (CRD# 5057189) is an Investment Advisor Representative working at Commonwealth Financial Network in Adell, WI and has over 14 years of experience in the finance industry.
Jason Lacey (CRD# 5220076) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 17 years of experience in the finance industry. Jason Lacey 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.
Michael Lachance (CRD# 5995529) is an Investment Advisor Representative working at Edward Jones in Grafton, WI and has over 10 years of experience in the finance industry.