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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
Ethan Anderson (CRD# 6540152) is an Investment Advisor Representative working at Eagle Strategies LLC in Hudson, WI and has over 7 years of experience in the finance industry.
Tracy Berglund (CRD# 5873602) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Hudson, WI and has over 12 years of experience in the finance industry.
Allison Butler (CRD# 6683142) is an Investment Advisor Representative working at Edward Jones in Hudson, WI and has over 7 years of experience in the finance industry.
James Caspers (CRD# 2120724) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 33 years of experience in the finance industry.
Courtney Doerfler (CRD# 5036754) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 11 years of experience in the finance industry.
Kevin Flynn (CRD# 2740163) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 27 years of experience in the finance industry.
Gregory Gall (CRD# 1824483) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Hudson, WI and has over 35 years of experience in the finance industry.
Jamie Grupe (CRD# 3106745) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, WI and has over 25 years of experience in the finance industry. Jamie Grupe 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.
Kurt Haugen (CRD# 6525533) is an Investment Advisor Representative working at Landmark Wealth Management Group in Hudson, WI and has over 7 years of experience in the finance industry.
Joshua Hawkins (CRD# 5966798) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 12 years of experience in the finance industry. Joshua Hawkins 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.