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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
Timothy Roman (CRD# 2191056) is an Investment Advisor Representative working at Equitable Advisors, LLC in Stevens Point, WI and has over 32 years of experience in the finance industry.
Travis Rucinski (CRD# 6651448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 7 years of experience in the finance industry.
Elizabeth Schneider (CRD# 2619156) is an Investment Advisor Representative working at Mariner Independent in Stevens Point, WI and has over 28 years of experience in the finance industry. Elizabeth Schneider 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.
Terence Schott (CRD# 6599479) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI and has over 8 years of experience in the finance industry.
Eugene Schulfer (CRD# 3247836) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 24 years of experience in the finance industry.
Louann Schulfer (CRD# 4883792) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.
Michael Smith (CRD# 715100) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 43 years of experience in the finance industry. Michael Smith 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.
Tracey Stalter (CRD# 4185037) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 23 years of experience in the finance industry.
Scott Tank (CRD# 2080569) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Stevens Point, WI and has over 31 years of experience in the finance industry.
Christine Tyjeski (CRD# 4961674) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 18 years of experience in the finance industry.