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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
Bruce Swanson (CRD# 1113446) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 37 years of experience in the finance industry.
Tonya Swinnea (CRD# 1137573) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 33 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 37 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 26 years of experience in the finance industry.
Wayne Wulf (CRD# 1659677) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in River Falls, WI and has over 36 years of experience in the finance industry. Wayne Wulf 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.
Carter Christensen (CRD# 7809287) is an Investment Advisor Representative working at Lpl Financial LLC in River Falls, WI and has 1 year of experience in the finance industry.
Ryan Cusin (CRD# 7647012) is an Investment Advisor Representative working at Cx Institutional, LLC in River Falls, WI and has 1 year of experience in the finance industry.
James Geissler (CRD# 7882243) is an Investment Advisor Representative working at Landmark Wealth Management Group in River Falls, WI and has 1 year of experience in the finance industry.
Teresa Hernandez (CRD# 7338047) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 3 years of experience in the finance industry.
Johnson Michael (CRD# 7304842) is an Investment Advisor Representative working at Legacy Capital And Advisory LLC in River Falls, WI and has over 3 years of experience in the finance industry.