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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
Thomas Kunkel (CRD# 2510614) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Chippewa Falls, WI and has over 29 years of experience in the finance industry.
Gene Larock (CRD# 2065604) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Altoona, WI and has over 33 years of experience in the finance industry.
Steven Latham (CRD# 5432016) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 16 years of experience in the finance industry. Steven Latham 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.
Scott Lawton (CRD# 6691890) is an Investment Advisor Representative working at Edward Jones in Altoona, WI and has over 7 years of experience in the finance industry.
Daniel Lotts (CRD# 6097898) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 10 years of experience in the finance industry.
Michael Martell (CRD# 4008316) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 24 years of experience in the finance industry.
Brian Martin (CRD# 5412948) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 16 years of experience in the finance industry. Brian Martin 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.
Christopher Meeks (CRD# 6753384) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 7 years of experience in the finance industry.
Adam Mohr (CRD# 4508103) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 21 years of experience in the finance industry.
Donna Murr (CRD# 1905694) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry. Donna Murr 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.