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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
Samuel Giordano (CRD# 2499281) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pewaukee, WI and has over 29 years of experience in the finance industry.
Travis Guyder (CRD# 2992929) is an Investment Advisor Representative working at Guardian Financial in Pewaukee, WI and has over 26 years of experience in the finance industry.
Jennifer Hipkiss (CRD# 4067352) is an Investment Advisor Representative working at Fiduciaone in Pewaukee, WI and has over 9 years of experience in the finance industry. Jennifer Hipkiss 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.
Neal Ignatowski (CRD# 5215892) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pewaukee, WI and has over 17 years of experience in the finance industry.
Philip Kastenholz (CRD# 4632565) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry.
Mark Kelly (CRD# 1459511) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pewaukee, WI and has over 38 years of experience in the finance industry.
Mary Ellen Krueger (CRD# 4650876) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry.
Nathan Kublank (CRD# 4912505) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 19 years of experience in the finance industry. Nathan Kublank 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.
Nicholas Lenski (CRD# 6640678) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pewaukee, WI and has over 7 years of experience in the finance industry.
Irina Lueth (CRD# 2498802) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pewaukee, WI and has over 29 years of experience in the finance industry.