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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
David Glisczynski (CRD# 1839312) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Plover, WI and has over 29 years of experience in the finance industry.
Jeffrey Hohn (CRD# 2453666) is an Investment Advisor Representative working at Edward Jones in Plover, WI and has over 23 years of experience in the finance industry.
Jay Wolf (CRD# 6204277) is an Investment Advisor Representative working at Edward Jones in Plover, WI and has over 4 years of experience in the finance industry.
Alan Schroeder (CRD# 1535389) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Plover, WI and has over 20 years of experience in the finance industry.
Kathryn Jacobs (CRD# 4616488) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Plover, WI and has over 15 years of experience in the finance industry.
Lee Courtright (CRD# 55395) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stevens Points, WI and has over 31 years of experience in the finance industry. Lee Courtright 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.
Gregory Schield (CRD# 1147213) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wisconsin Rapids, WI and has over 34 years of experience in the finance industry. Gregory Schield 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.
Michael Smith (CRD# 715100) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Stevens Point, WI and has over 37 years of experience in the finance industry. Michael 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.
Mark Strojny (CRD# 2746805) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Stevens Point, WI and has over 21 years of experience in the finance industry.
Craig Tesch (CRD# 1653667) is an Investment Advisor Representative working at Craig R Tesch, Cpa Cfp Mba LLC in Stevens Point, WI and has over 30 years of experience in the finance industry. Craig Tesch 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.