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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
James Ison (CRD# 4772755) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 19 years of experience in the finance industry. James Ison 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.
Andrew Jarvis (CRD# 5169721) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wausau, WI and has over 8 years of experience in the finance industry.
Dorece Johnson (CRD# 4759960) is an Investment Advisor Representative working at Edward Jones in Stevens Point, WI and has over 20 years of experience in the finance industry.
Ryan Jones (CRD# 4914502) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wausau, WI and has over 12 years of experience in the finance industry.
Brian Kamke (CRD# 4135657) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 23 years of experience in the finance industry.
Krista Karow (CRD# 5492655) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wausau, WI and has over 16 years of experience in the finance industry.
Rhonda Klement (CRD# 4402074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Antigo, WI and has over 22 years of experience in the finance industry.
Jack Knetter (CRD# 5007135) is an Investment Advisor Representative working at Terra Wealth in Mosinee, WI and has over 18 years of experience in the finance industry.
Jeffrey Knusalla (CRD# 4861750) is an Investment Advisor Representative working at Lpl Financial LLC in Wausau, WI and has over 19 years of experience in the finance industry.
James Koehler (CRD# 2024638) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wausau, WI and has over 34 years of experience in the finance industry. James Koehler 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.