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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
Samuel Hofer (CRD# 1663287) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Crivitz, WI and has over 29 years of experience in the finance industry. Samuel Hofer 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.
Leigh Howell (CRD# 5809560) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menominee, MI and has over 13 years of experience in the finance industry.
Terrence Jack (CRD# 2542035) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 22 years of experience in the finance industry.
David Jones (CRD# 1023665) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 36 years of experience in the finance industry.
Joseph Klug (CRD# 6849291) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 6 years of experience in the finance industry.
Anthony Krance (CRD# 2285821) is an Investment Advisor Representative working at Circle R Wealth LLC in Crivitz, WI and has over 31 years of experience in the finance industry. Anthony Krance 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.
Robert Kuntze (CRD# 5630296) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Marinette, WI and has over 14 years of experience in the finance industry.
Andrew Linstad (CRD# 5726137) is an Investment Advisor Representative working at Edward Jones in Menominee, MI and has over 14 years of experience in the finance industry.
Dina Loomis (CRD# 6499128) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 7 years of experience in the finance industry.
Justin Oberg (CRD# 5030266) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 18 years of experience in the finance industry.