-
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
Cassandra Dorn (CRD# 4813300) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 19 years of experience in the finance industry. Cassandra Dorn 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.
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.
Robert Ficks (CRD# 1300733) is an Investment Advisor Representative working at Carl M. Hennig, Inc. in Oshkosh, WI and has over 39 years of experience in the finance industry.
Holly Fitzgerald (CRD# 5546199) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 15 years of experience in the finance industry.
Michael Frechette (CRD# 6123407) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 11 years of experience in the finance industry.
Barbara Frosch (CRD# 2979024) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 26 years of experience in the finance industry.
Timothy Fuller (CRD# 4632450) is an Investment Advisor Representative working at Primerica Advisors in Oshkosh, WI and has over 21 years of experience in the finance industry.
Bonita Graff (CRD# 2250711) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 31 years of experience in the finance industry.
Randal Gross (CRD# 5284424) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oshkosh, WI and has over 17 years of experience in the finance industry.
Julie Gurkowski-Koehn (CRD# 5101915) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 12 years of experience in the finance industry.