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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
Eric Jacobson (CRD# 2919902) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rothschild, WI and has over 26 years of experience in the finance industry.
Mandy Roberts (CRD# 7263800) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rothschild, WI and has over 3 years of experience in the finance industry.
David Swan (CRD# 7770947) is an Investment Advisor Representative working at Sowell Management in Rothschild, WI and has 1 year of experience in the finance industry.
Justin Anderson (CRD# 6862114) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI and has over 6 years of experience in the finance industry.
Kim Angell (CRD# 4290200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 23 years of experience in the finance industry. Kim Angell 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.
Theresa Artac (CRD# 6498813) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wausau, WI and has over 7 years of experience in the finance industry. Theresa Artac 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.
Dan Augustine (CRD# 4880831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wausau, WI and has over 19 years of experience in the finance industry.
Steven Bandy (CRD# 5294193) is an Investment Advisor Representative working at Lpl Financial LLC in Weston, WI and has over 8 years of experience in the finance industry.
Frank Barnett (CRD# 5563340) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wausau, WI and has over 12 years of experience in the finance industry.
Jenny Behrens (CRD# 4482496) is an Investment Advisor Representative working at Edward Jones in Antigo, WI and has over 17 years of experience in the finance industry.