-
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
George Woychik (CRD# 1730580) is an Investment Advisor Representative working at Personal Wealth Partners LLC in River Falls, WI and has over 30 years of experience in the finance industry. George Woychik 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.
David Gerrish (CRD# 2273364) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in River Falls, WI and has over 25 years of experience in the finance industry.
John Levi (CRD# 2432328) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in River Falls, WI and has over 24 years of experience in the finance industry.
Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 10 years of experience in the finance industry.
Michael Pepin (CRD# 5415838) is an Investment Advisor Representative working at Securities America Advisors, Inc. in River Falls, WI and has over 10 years of experience in the finance industry.
Matthew Quinn (CRD# 4517986) is an Investment Advisor Representative working at Personal Wealth Partners LLC in River Falls, WI and has over 15 years of experience in the finance industry.
Donna Reuter (CRD# 2685066) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 10 years of experience in the finance industry.
Vincent Seidling (CRD# 5681763) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 8 years of experience in the finance industry.
Erin Tomlinson (CRD# 1647608) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in River Falls, WI and has over 31 years of experience in the finance industry.
James Williamson (CRD# 1881686) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 20 years of experience in the finance industry.