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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
Kevin Sandieson (CRD# 7059408) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry.
Mark Smith (CRD# 2534997) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pewaukee, WI and has over 29 years of experience in the finance industry. Mark Smith 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.
Margaret Spada (CRD# 5658440) is an Investment Advisor Representative working at Edward Jones in Pewaukee, WI and has over 14 years of experience in the finance industry.
Jacob Stoflet (CRD# 6572557) is an Investment Advisor Representative working at Edward Jones in Pewaukee, WI and has over 8 years of experience in the finance industry.
Erik Stowers (CRD# 4941486) is an Investment Advisor Representative working at Lpl Financial LLC in Pewaukee, WI and has over 18 years of experience in the finance industry.
Thomas Teister (CRD# 1524997) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pewaukee, WI and has over 37 years of experience in the finance industry.
Derek Thiel (CRD# 5953627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pewaukee, WI and has over 11 years of experience in the finance industry.
Scott Wellens (CRD# 5923727) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry. Scott is also the host of "best in Wealth" - a weekly podcast covering financial planning and retirement topics. Find the podcast at www.bestinwealth.com
Fortress Planning Group helps successful individuals and families design and implement comprehensive wealth plans, from basic investment advising to legacy planning. As an independent, fee-only, registered investment advisor, Fortress Planning Group principal Scott...
Marc Wojcik (CRD# 2373101) is an Investment Advisor Representative working at Lasalle Investment Advisors, Inc. in Pewaukee, WI and has over 16 years of experience in the finance industry.
Kevin Woldt (CRD# 2508804) is an Investment Advisor Representative working at Lpl Financial LLC in Pewaukee, WI and has over 29 years of experience in the finance industry.