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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
Brian Waelti (CRD# 2051318) is an Investment Advisor Representative working at Harbour Investments, Inc. in Portage, WI and has over 33 years of experience in the finance industry.
Nicholas Alsteen (CRD# 5078644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 18 years of experience in the finance industry. Nicholas Alsteen 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.
Carina Alt (CRD# 4590944) is an Investment Advisor Representative working at Lpl Financial LLC in Sun Prairie, WI and has over 21 years of experience in the finance industry.
Joseph Baer (CRD# 6285443) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 10 years of experience in the finance industry.
Shaun Balding (CRD# 6058776) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 6 years of experience in the finance industry.
Lori Barry (CRD# 5771498) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 13 years of experience in the finance industry.
Kristi Berg (CRD# 6309109) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun Prairie, WI and has over 9 years of experience in the finance industry.
Richard Blatter (CRD# 5588054) is an Investment Advisor Representative working at Thurston Springer Advisors in Sun Prairie, WI and has over 15 years of experience in the finance industry.
Jeffrey Boll (CRD# 6175714) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Prairie Du Sac, WI and has over 10 years of experience in the finance industry.
Brittany Borota-Kluck (CRD# 6521442) is an Investment Advisor Representative working at Edward Jones in Baraboo, WI and has over 8 years of experience in the finance industry.