Distance Metro area (25 miles)
- 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
Dennis Bach (CRD# 2735985) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Dorchester, WI and has over 21 years of experience in the finance industry.
Rebecca Gonzalez (CRD# 4766617) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Spencer, WI and has over 14 years of experience in the finance industry. Rebecca Gonzalez 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.
Bradley Kmosena (CRD# 4686432) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Medford, WI and has over 13 years of experience in the finance industry.