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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
Jon Vehring (CRD# 5872808) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 13 years of experience in the finance industry.
Josh Vehring (CRD# 5378124) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 16 years of experience in the finance industry.
Stephen Vessey (CRD# 6880220) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beaver Dam, WI and has over 6 years of experience in the finance industry.
Brian Waelti (CRD# 2051318) is an Investment Advisor Representative working at Harbour Investments, Inc. in Portage, WI and has over 34 years of experience in the finance industry.
Malinda Weisensel (CRD# 5431795) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, WI and has over 16 years of experience in the finance industry. Malinda Weisensel 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.
Peter Welsh (CRD# 4086512) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 24 years of experience in the finance industry.
Thomas Wendler (CRD# 4586340) is an Investment Advisor Representative working at Edward Jones in Lodi, WI and has over 21 years of experience in the finance industry.
Preston Baus (CRD# 4258644) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Wisconsin Dells, WI and has over 23 years of experience in the finance industry.
Jared Abbrederis (CRD# 6914846) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montello, WI and has over 6 years of experience in the finance industry.
Trevor Agnew (CRD# 7126359) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lodi, WI and has over 3 years of experience in the finance industry.