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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
Douglas Rohan (CRD# 4272692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oshkosh, WI and has over 23 years of experience in the finance industry.
Brenda Rolli (CRD# 2639179) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 28 years of experience in the finance industry.
Tom Rothe (CRD# 4467469) is an Investment Advisor Representative working at Avantax Advisory Services in Oshkosh, WI and has over 22 years of experience in the finance industry.
William Rupnick (CRD# 1362040) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oshkosh, WI and has over 38 years of experience in the finance industry.
Benedict Schneider (CRD# 2569804) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oshkosh, WI and has over 29 years of experience in the finance industry.
John Schorse (CRD# 1537058) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oshkosh, WI and has over 37 years of experience in the finance industry. John Schorse 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 Scott (CRD# 4551152) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Oshkosh, WI and has over 21 years of experience in the finance industry. Michael Scott 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.
Grant Simon (CRD# 6460063) is an Investment Advisor Representative working at Primerica Advisors in Oshkosh, WI and has over 8 years of experience in the finance industry.
Jack Simon (CRD# 1740679) is an Investment Advisor Representative working at Primerica Advisors in Oshkosh, WI and has over 26 years of experience in the finance industry.
Shelly Squier (CRD# 4643806) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oshkosh, WI and has over 20 years of experience in the finance industry.