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Distance Only Shawano, WI
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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
Jonathan Aumann (CRD# 4841784) is an Investment Advisor Representative working at Edward Jones in Shawano, WI and has over 19 years of experience in the finance industry.
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
Kyle Klotzbuecher (CRD# 5669058) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Shawano, WI and has over 14 years of experience in the finance industry.
Charlene Larsen (CRD# 5116304) is an Investment Advisor Representative working at Lpl Financial LLC in Shawano, WI and has over 17 years of experience in the finance industry. Charlene Larsen 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.
Brian Maciejewski (CRD# 4568247) is an Investment Advisor Representative working at Lpl Financial LLC in Shawano, WI and has over 21 years of experience in the finance industry.
Joseph Miesbauer (CRD# 4181588) is an Investment Advisor Representative working at Edward Jones in Shawano, WI and has over 23 years of experience in the finance industry.
Randy Panzer (CRD# 5377800) is an Investment Advisor Representative working at Edward Jones in Shawano, WI and has over 16 years of experience in the finance industry.
Scott Parson (CRD# 4750985) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shawano, WI and has over 20 years of experience in the finance industry.
David Passehl (CRD# 4873322) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shawano, WI and has over 19 years of experience in the finance industry.
Anthony Powers (CRD# 4828523) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 19 years of experience in the finance industry. Anthony Powers 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.