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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
Gary Janssen (CRD# 1719806) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 36 years of experience in the finance industry.
John Kampen (CRD# 5486541) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Endeavor, WI and has over 16 years of experience in the finance industry.
Travis Kloehn (CRD# 5612318) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in New London, WI and has over 15 years of experience in the finance industry.
Corey Knepfel (CRD# 6316269) is an Investment Advisor Representative working at Edward Jones in New London, WI and has over 7 years of experience in the finance industry.
Jeffrey Kolasinski (CRD# 4156851) is an Investment Advisor Representative working at Lpl Financial LLC in Waupaca, WI and has over 18 years of experience in the finance industry. Jeffrey Kolasinski 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.
Kevin Konkol (CRD# 5435143) is an Investment Advisor Representative working at Lpl Financial LLC in New London, WI and has over 17 years of experience in the finance industry.
Eric Lang (CRD# 5699102) is an Investment Advisor Representative working at Edward Jones in Winneconne, WI and has over 14 years of experience in the finance industry.
Marcia Lieske (CRD# 4777395) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 9 years of experience in the finance industry.
Kelly Marshall (CRD# 2755394) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, WI and has over 26 years of experience in the finance industry.
Traci Martens (CRD# 2292212) is an Investment Advisor Representative working at Harbour Investments, Inc. in Hortonville, WI and has over 25 years of experience in the finance industry.