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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 Thomas (CRD# 4627999) is an Investment Advisor Representative working at Thomas Financial Planning, LLC in Land O'Lakes, WI and has 1 year of experience in the finance industry. James Thomas 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.
Christine Ullius (CRD# 2751452) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minocqua, WI and has over 27 years of experience in the finance industry.
Kurt Veldhuizen (CRD# 1969413) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minocqua, WI and has over 34 years of experience in the finance industry.
Maxwell Wolosyn (CRD# 6435222) is an Investment Advisor Representative working at Edward Jones in Eagle River, WI and has over 8 years of experience in the finance industry.
Frederick Wotruba (CRD# 5240857) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minocqua, WI and has over 17 years of experience in the finance industry.
Richard Brostowitz (CRD# 7245687) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minocqua, WI and has over 3 years of experience in the finance industry. Richard Brostowitz 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.
Connie Campbell (CRD# 5678203) is an Investment Advisor Representative working at Lpl Financial LLC in Eagle River, WI and has over 13 years of experience in the finance industry.
Gunnar Dunbar (CRD# 7670008) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minocqua, WI and has 1 year of experience in the finance industry.
Thomas Jensch (CRD# 1264405) is an Investment Advisor Representative working at Avantax Advisory Services in Woodruff, WI and has over 39 years of experience in the finance industry.
Chad Kielty (CRD# 7479621) is an Investment Advisor Representative working at Edward Jones in Eagle River, WI and has over 2 years of experience in the finance industry.