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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
Alan Schroeder (CRD# 1535389) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plover, WI and has over 26 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.
Ronald Shnowske (CRD# 5753383) is an Investment Advisor Representative working at Edward Jones in Mosinee, WI and has over 14 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.
Eric Spindt (CRD# 5920213) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 12 years of experience in the finance industry.
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.
Ann Stern (CRD# 3017335) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waupaca, WI and has over 23 years of experience in the finance industry.
Joel Sullivan (CRD# 1949049) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 30 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.