-
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
Dayna Carlson (CRD# 4130392) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 24 years of experience in the finance industry.
Jennifer Carr (CRD# 3157183) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 24 years of experience in the finance industry.
Karl Casper (CRD# 1355604) is an Investment Advisor Representative working at Primerica Advisors in Green Bay, WI and has over 39 years of experience in the finance industry.
William Chambers (CRD# 735401) is an Investment Advisor Representative working at Chambers Financial Group, LLC in Green Bay, WI and has over 40 years of experience in the finance industry. William Chambers 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 Chapman (CRD# 1719808) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 22 years of experience in the finance industry.
Patricia Chase (CRD# 2835574) is an Investment Advisor Representative working at Johnson Wealth Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Preston Cherry (CRD# 2926829) is an Investment Advisor Representative working at Concurrent Financial Planning, LLC in Green Bay, WI and has over 19 years of experience in the finance industry. Preston Cherry 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 Cibula (CRD# 3064641) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 25 years of experience in the finance industry.
Lorri Cisler (CRD# 5418194) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 16 years of experience in the finance industry.
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.