-
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
Chad Backes (CRD# 4045291) is an Investment Advisor Representative working at Lpl Financial LLC in New London, WI and has over 24 years of experience in the finance industry.
Stephan Bergman (CRD# 5506734) is an Investment Advisor Representative working at Edward Jones in Wautoma, WI and has over 15 years of experience in the finance industry.
Lund Cooley (CRD# 1877706) is an Investment Advisor Representative working at Edward Jones in New London, WI and has over 35 years of experience in the finance industry.
Gregory Dragolovich (CRD# 5318039) is an Investment Advisor Representative working at Edward Jones in Ripon, WI and has over 16 years of experience in the finance industry.
Benjamin Durfee (CRD# 2992833) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 26 years of experience in the finance industry. Benjamin Durfee 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.
Jesse Fenske (CRD# 6621594) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in New London, WI and has over 7 years of experience in the finance industry.
Brian Getchius (CRD# 5177158) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wautoma, WI and has over 17 years of experience in the finance industry.
Jennifer Groholski (CRD# 5608604) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winneconne, WI and has over 12 years of experience in the finance industry.
Michael Heideman (CRD# 2224399) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, WI and has over 31 years of experience in the finance industry.
Shad Horton (CRD# 6679210) is an Investment Advisor Representative working at Edward Jones in Ripon, WI and has over 7 years of experience in the finance industry.