-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Margaret Wittkopp (CRD# 2427341) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 30 years of experience in the finance industry.
Asneth Omare (CRD# 7684140) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has 1 year of experience in the finance industry.
Travis Streblow (CRD# 5609230) is an Investment Advisor Representative working at Success Wealth Management LLC in Plymouth, WI and has 1 year of experience in the finance industry.
David Adams (CRD# 2186552) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 32 years of experience in the finance industry.
Lisa Adams (CRD# 2042816) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 33 years of experience in the finance industry. Lisa Adams 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.
Daniel Aiken (CRD# 4497282) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 21 years of experience in the finance industry.
Brian Andrew (CRD# 2240211) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 31 years of experience in the finance industry.
Matthew Andrews (CRD# 5791309) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 13 years of experience in the finance industry.
James Asplin (CRD# 2639123) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry.