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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
Jonathan Ippel (CRD# 5833663) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 12 years of experience in the finance industry. Jonathan Ippel 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.
Catherine Johnson (CRD# 4575692) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 21 years of experience in the finance industry.
Shannon Johnson (CRD# 4594912) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 17 years of experience in the finance industry.
Benjamin Kanz (CRD# 4119942) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Adam Kern (CRD# 7062001) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry. Adam Kern 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.
Kurt Kern (CRD# 2150394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 32 years of experience in the finance industry.
Christopher Kolinski (CRD# 5098821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 17 years of experience in the finance industry.
Codi Koxlien (CRD# 5596992) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 5 years of experience in the finance industry.
Travis Kraker (CRD# 4713392) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 20 years of experience in the finance industry.
Terry Krumenauer (CRD# 4304648) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chippewa Falls, WI and has over 23 years of experience in the finance industry. Terry Krumenauer 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.