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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
Thomas Romaniak (CRD# 4839213) is an Investment Advisor Representative working at Edward Jones in Pardeeville, WI and has over 19 years of experience in the finance industry.
Carol Rosenstock (CRD# 4034414) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Waunakee, WI and has over 24 years of experience in the finance industry.
Michael Rozovics (CRD# 5253184) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Waunakee, WI and has over 17 years of experience in the finance industry.
Troy Salisbury (CRD# 5558763) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waunakee, WI and has over 15 years of experience in the finance industry.
Craig Schnuelle (CRD# 4816681) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watertown, WI and has over 19 years of experience in the finance industry. Craig Schnuelle 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.
Greg Schroeder (CRD# 2481557) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watertown, WI and has over 30 years of experience in the finance industry. Greg Schroeder 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.
Nicholas Schubert (CRD# 6351283) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 9 years of experience in the finance industry.
Max Sesing (CRD# 5301481) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in De Forest, WI and has over 17 years of experience in the finance industry.
Steven Simons (CRD# 6532156) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montello, WI and has over 8 years of experience in the finance industry.
Troy Simonson (CRD# 6704184) is an Investment Advisor Representative working at Gradient Advisors, LLC in Portage, WI and has over 7 years of experience in the finance industry.