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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
Shane Rockweiler (CRD# 6588337) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Reedsburg, WI and has over 8 years of experience in the finance industry.
Robert Rynes (CRD# 6523550) is an Investment Advisor Representative working at Lpl Financial LLC in Spring Green, WI and has over 8 years of experience in the finance industry.
Katie Schmidt (CRD# 5405041) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 8 years of experience in the finance industry.
Laura Schmidt (CRD# 6951036) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 5 years of experience in the finance industry.
Jeremy Simplot (CRD# 4529661) is an Investment Advisor Representative working at Lpl Financial LLC in Highland, WI and has over 21 years of experience in the finance industry.
Justin Stanek (CRD# 5694167) is an Investment Advisor Representative working at Edward Jones in Spring Green, WI and has over 14 years of experience in the finance industry.
Todd Volden (CRD# 5367063) is an Investment Advisor Representative working at Edward Jones in Westby, WI and has over 16 years of experience in the finance industry.
Charles Weigel (CRD# 2338266) is an Investment Advisor Representative working at Global View Capital Management LLC in Arena, WI and has over 30 years of experience in the finance industry.
Sarah Oberman (CRD# 7073414) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Reedsburg, WI and has 1 year of experience in the finance industry.
Baylee Shifflet (CRD# 7363807) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Reedsburg, WI and has over 2 years of experience in the finance industry. Baylee Shifflet 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.