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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
Kevin Bruner (CRD# 2394085) is an Investment Advisor Representative working at Harbour Investments, Inc. in Weston, WI and has over 30 years of experience in the finance industry.
Benjamin Casselberry (CRD# 6914592) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 5 years of experience in the finance industry.
Kevin Cohrs (CRD# 2314819) is an Investment Advisor Representative working at Edward Jones in Merrill, WI and has over 31 years of experience in the finance industry.
Jamie Connor (CRD# 5283030) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wausau, WI and has over 16 years of experience in the finance industry.
Ryan Connor (CRD# 6973325) is an Investment Advisor Representative working at Buska Wealth Management, LLC in Wausau, WI and has over 5 years of experience in the finance industry.
Timothy Damato (CRD# 3178601) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Wausau, WI and has over 25 years of experience in the finance industry.
Paul Debuhr (CRD# 5058990) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 18 years of experience in the finance industry.
Pierce Dopp (CRD# 2350012) is an Investment Advisor Representative working at Lpl Financial LLC in Merrill, WI and has over 30 years of experience in the finance industry.
Navi Dowty (CRD# 1048676) is an Investment Advisor Representative working at Associated Retirement Planners, Inc. in Wausau, WI and has over 41 years of experience in the finance industry.
Daniel Evans (CRD# 4684088) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 20 years of experience in the finance industry. Daniel Evans 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.