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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
Charles Lawrence (CRD# 3130824) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rice Lake, WI and has over 25 years of experience in the finance industry.
Michael Martin (CRD# 2723586) is an Investment Advisor Representative working at Independent Financial Group, LLC in Rice Lake, WI and has over 28 years of experience in the finance industry.
James Mattson (CRD# 1369103) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sarona, WI and has over 37 years of experience in the finance industry.
Jason Miloszewicz (CRD# 6893840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rice Lake, WI and has over 5 years of experience in the finance industry.
Brian Niemann (CRD# 1849649) is an Investment Advisor Representative working at Lpl Financial LLC in Rice Lake, WI and has over 35 years of experience in the finance industry.
Brandon Olson (CRD# 5127393) is an Investment Advisor Representative working at Lpl Financial LLC in Rice Lake, WI and has over 17 years of experience in the finance industry.
Chad Peterson (CRD# 7055264) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Rice Lake, WI and has over 5 years of experience in the finance industry. Chad Peterson 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.
Gregory Pfeifer (CRD# 801838) is an Investment Advisor Representative working at Lpl Financial LLC in Minong, WI and has over 39 years of experience in the finance industry.
Craig Whiting (CRD# 4952873) is an Investment Advisor Representative working at Primerica Advisors in Rice Lake, WI and has over 18 years of experience in the finance industry.
Edward Widiker (CRD# 6011447) is an Investment Advisor Representative working at Edward Jones in Rice Lake, WI and has over 12 years of experience in the finance industry.