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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
David Herman (CRD# 836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Marsh, WI and has over 42 years of experience in the finance industry.
Griffin Kalepp (CRD# 6033428) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Baraboo, WI and has over 8 years of experience in the finance industry. Griffin Kalepp 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.
Laura Kamps (CRD# 4842158) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, WI and has over 19 years of experience in the finance industry.
Nathan Keller (CRD# 3081819) is an Investment Advisor Representative working at Lpl Financial LLC in Wisconsin Dells, WI and has over 21 years of experience in the finance industry.
Kiril Kustief (CRD# 4299078) is an Investment Advisor Representative working at Edward Jones in Mauston, WI and has over 23 years of experience in the finance industry.
Joseph Lacour (CRD# 2507682) is an Investment Advisor Representative working at Edward Jones in Prairie Du Sac, WI and has over 29 years of experience in the finance industry.
Kim Luckey (CRD# 2702064) is an Investment Advisor Representative working at Eagle Strategies LLC in Richland Center, WI and has over 28 years of experience in the finance industry.
Larry Marlette (CRD# 3176914) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Baraboo, WI and has over 25 years of experience in the finance industry.
Lisa McClyman (CRD# 2845735) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 27 years of experience in the finance industry.
Jonathan Mead (CRD# 5993727) is an Investment Advisor Representative working at Eagle Strategies LLC in W Baraboo, WI and has over 11 years of experience in the finance industry.