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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
Joshua Beaugrand (CRD# 6863438) is an Investment Advisor Representative working at Avantax Advisory Services in South Milwaukee, WI and has over 6 years of experience in the finance industry.
Melissa Coppage (CRD# 3024246) is an Investment Advisor Representative working at Avantax Advisory Services in South Milwaukee, WI and has over 26 years of experience in the finance industry.
Dan O'heron (CRD# 5023281) is an Investment Advisor Representative working at Edward Jones in South Milwaukee, WI and has over 19 years of experience in the finance industry.
Charles Winn (CRD# 4205077) is an Investment Advisor Representative working at Avantax Advisory Services in South Milwaukee, WI and has over 20 years of experience in the finance industry.
Patrick McGuinnis (CRD# 2632827) is an Investment Advisor Representative working at Avantax Advisory Services in South Milwaukee, WI and has over 22 years of experience in the finance industry.
Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 5 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Chad Afdahl (CRD# 5625693) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 15 years of experience in the finance industry.
Garren Agle (CRD# 4803124) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry. Garren Agle has taken additional exams to become a Certified Financial Planner (CFP®).
Elizabeth Aidoo (CRD# 6834039) is an Investment Advisor Representative working at Francis LLC in Brookfield, WI and has over 7 years of experience in the finance industry.