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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
Michael Johnson (CRD# 1514857) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Hobart, WI and has over 37 years of experience in the finance industry. Michael Johnson 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.
Jeffrey Just (CRD# 4178560) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oconto Falls, WI and has over 23 years of experience in the finance industry.
Corbin Keller (CRD# 1586436) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gillett, WI and has over 36 years of experience in the finance industry.
Zachary Kelly (CRD# 5263665) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 11 years of experience in the finance industry.
Todd Kockelman (CRD# 2642238) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 28 years of experience in the finance industry.
Mandy Kriesel (CRD# 6685984) is an Investment Advisor Representative working at Edward Jones in Clintonville, WI and has over 7 years of experience in the finance industry.
Julie Leanna (CRD# 4450903) is an Investment Advisor Representative working at Edward Jones in Green Bay, WI and has over 11 years of experience in the finance industry.
Jan Lee (CRD# 2947738) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 26 years of experience in the finance industry. Jan Lee 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.
Julie Lefevre (CRD# 1766503) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.
Nicholas Letter (CRD# 3204542) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.