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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
Wendi Lucarelli (CRD# 4772555) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Sheboygan, WI and has over 19 years of experience in the finance industry.
Austin Luedtke (CRD# 6150176) is an Investment Advisor Representative working at Commonwealth Financial Network in Adell, WI and has over 10 years of experience in the finance industry.
Robert Luedtke (CRD# 1584874) is an Investment Advisor Representative working at Commonwealth Financial Network in Adell, WI and has over 37 years of experience in the finance industry.
Adam Mason (CRD# 5387217) is an Investment Advisor Representative working at Iht Wealth Management LLC in Plymouth, WI and has over 16 years of experience in the finance industry.
Christopher Matheson (CRD# 2598004) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 29 years of experience in the finance industry.
Teresa McAlpine (CRD# 6124665) is an Investment Advisor Representative working at Lpl Financial LLC in Sheboygan, WI and has over 11 years of experience in the finance industry.
Christopher McCaman (CRD# 1619888) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry. Christopher McCaman 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.
Daniel McKelvey (CRD# 2204783) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grafton, WI and has over 32 years of experience in the finance industry.
Matthew McKelvey (CRD# 6563412) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grafton,, WI and has over 5 years of experience in the finance industry.
Kyle McMann (CRD# 6310246) is an Investment Advisor Representative working at Edward Jones in Port Washington, WI and has over 9 years of experience in the finance industry.