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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
Shannon Davidson (CRD# 3217982) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 23 years of experience in the finance industry.
Bryan Davis (CRD# 6971506) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Deerfield, WI and has over 5 years of experience in the finance industry.
Gregory Davis (CRD# 4788441) is an Investment Advisor Representative working at Choreo, LLC in Madison, WI and has over 19 years of experience in the finance industry. Gregory Davis 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.
Courtney Dean (CRD# 2654895) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 26 years of experience in the finance industry.
Mark Deboer (CRD# 1855480) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Madison, WI and has over 22 years of experience in the finance industry.
Susan Debruin (CRD# 870245) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 44 years of experience in the finance industry.
Daniel Determan (CRD# 4908528) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 19 years of experience in the finance industry.
Karl Dettmann (CRD# 5790711) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cross Plains, WI and has over 13 years of experience in the finance industry.
Walter Dewey (CRD# 2040719) is an Investment Advisor Representative working at Resonant Capital Advisors, LLC in Madison, WI and has 1 year of experience in the finance industry.
Angela Dicastri (CRD# 4013992) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 6 years of experience in the finance industry.