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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 Swartz (CRD# 6917325) is an Investment Advisor Representative working at La Crosse Financial Planning Inc. in La Crosse, WI and has over 5 years of experience in the finance industry.
Joel Torgerud (CRD# 3227577) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Crosse, WI and has over 24 years of experience in the finance industry.
Bryan Tornow (CRD# 1858460) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 35 years of experience in the finance industry. Bryan Tornow 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.
Todd Trautmann (CRD# 3164848) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Holmen, WI and has over 25 years of experience in the finance industry.
David Utterback (CRD# 1250772) is an Investment Advisor Representative working at Lpl Financial LLC in La Crosse, WI and has over 38 years of experience in the finance industry. David Utterback 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.
Ashley Vega (CRD# 6127834) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 5 years of experience in the finance industry.
Kasey Vergin (CRD# 5016256) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 18 years of experience in the finance industry.
Todd Volden (CRD# 5367063) is an Investment Advisor Representative working at Edward Jones in Westby, WI and has over 16 years of experience in the finance industry.
Clifford Warden (CRD# 3129139) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Onalaska, WI and has over 25 years of experience in the finance industry.
Dennis Wenthe (CRD# 4213511) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 23 years of experience in the finance industry.