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Distance Only Pewaukee, WI
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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
John Augustin (CRD# 1771066) is an Investment Advisor Representative working at Harbour Investments, Inc. in Pewaukee, WI and has over 36 years of experience in the finance industry.
Marta Bartolacci (CRD# 6434464) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pewaukee, WI and has over 9 years of experience in the finance industry.
Larry Brunette (CRD# 2758433) is an Investment Advisor Representative working at Guardian Financial in Pewaukee, WI and has over 27 years of experience in the finance industry.
Andrea Bulen (CRD# 5690724) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has 1 year of experience in the finance industry. Andrea Bulen 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.
Brandon Burbach (CRD# 4238108) is an Investment Advisor Representative working at Primerica Advisors in Pewaukee, WI and has over 22 years of experience in the finance industry.
Anthony Carini (CRD# 1434330) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pewaukee, WI and has over 37 years of experience in the finance industry.
Derek Dahl (CRD# 4171552) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pewaukee, WI and has over 23 years of experience in the finance industry.
Timothy Dwyer (CRD# 2579197) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pewaukee, WI and has over 29 years of experience in the finance industry.
William Edington (CRD# 2806429) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Pewaukee, WI and has over 27 years of experience in the finance industry.
Brian Ellenbecker (CRD# 4210198) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry. Brian Ellenbecker 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.