-
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
Mitchell Dewitt (CRD# 6607866) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 8 years of experience in the finance industry. Mitchell Dewitt 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.
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.
Benjamin Dickey (CRD# 5631759) is an Investment Advisor Representative working at Resonant Capital Advisors, LLC in Madison, WI and has over 15 years of experience in the finance industry.
Brendon Diers (CRD# 5445548) is an Investment Advisor Representative working at Edward Jones in Verona, WI and has over 16 years of experience in the finance industry.
Neil Dinndorf (CRD# 4811032) is an Investment Advisor Representative working at Enrich Financial Partners LLC in Madison, WI and has 1 year of experience in the finance industry. Neil Dinndorf 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.
Laurie Dischler (CRD# 6737041) is an Investment Advisor Representative working at Edward Jones in Baraboo, WI and has over 6 years of experience in the finance industry.
Jestin Dohner (CRD# 3273814) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 24 years of experience in the finance industry.
Brian Donley (CRD# 4774065) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 19 years of experience in the finance industry.
Megan Dorn (CRD# 5725107) is an Investment Advisor Representative working at Harbour Investments, Inc. in Middleton, WI and has over 12 years of experience in the finance industry. Megan Dorn 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.
Chase Drake (CRD# 6554107) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, WI and has over 8 years of experience in the finance industry.