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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
Alfred Czerniewski (CRD# 1675035) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Adams, WI and has over 36 years of experience in the finance industry.
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.
Bruce Donlan (CRD# 1529055) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kendall, WI and has over 37 years of experience in the finance industry.
David Edwards (CRD# 2963036) is an Investment Advisor Representative working at Lpl Financial LLC in Sauk City, WI and has over 26 years of experience in the finance industry. David Edwards 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.
Kaleb Frawley (CRD# 5415756) is an Investment Advisor Representative working at Commonwealth Financial Network in Richland Center, WI and has over 11 years of experience in the finance industry.
Brian Fruit (CRD# 6315915) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richland Center, WI and has over 9 years of experience in the finance industry.
Leslie Gay (CRD# 4472019) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 22 years of experience in the finance industry.
Wendy Goerke (CRD# 6797530) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adams, WI and has over 6 years of experience in the finance industry.
Andrew Hager (CRD# 3171227) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 24 years of experience in the finance industry. Andrew Hager 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.
Robert Hatch (CRD# 6368167) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lodi, WI and has over 9 years of experience in the finance industry.