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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
Wendy Goerke (CRD# 6797530) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adams, WI and has over 6 years of experience in the finance industry.
John Grey (CRD# 3027403) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Beaver Dam, WI and has over 23 years of experience in the finance industry.
Richard Griep (CRD# 3104589) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 25 years of experience in the finance industry.
Julie Groves (CRD# 4641447) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 20 years of experience in the finance industry.
Tracy Gundert (CRD# 7008884) is an Investment Advisor Representative working at Edward Jones in Sun Prairie, WI and has over 5 years of experience in the finance industry.
Bruce Gust (CRD# 2316699) is an Investment Advisor Representative working at Osaic Wealth, Inc. in De Forest, WI and has over 30 years of experience in the finance industry.
Andrew Hager (CRD# 3171227) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 24 years of experience in the finance industry. Andrew Hager 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.
Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Portage, WI and has over 16 years of experience in the finance industry.
Quinton Hanson (CRD# 7057636) is an Investment Advisor Representative working at Edward Jones in Sun Prairie, WI and has over 5 years of experience in the finance industry.
Robert Hatch (CRD# 6368167) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lodi, WI and has over 9 years of experience in the finance industry.