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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
James Czubek (CRD# 4849052) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Suamico, WI and has over 19 years of experience in the finance industry.
David Horn (CRD# 4947707) is an Investment Advisor Representative working at Fiduciary Insight, LLC in Suamico, WI and has over 18 years of experience in the finance industry.
Todd Kreuser (CRD# 3164576) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Suamico, WI and has over 25 years of experience in the finance industry. Todd Kreuser 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.
Lee Schram (CRD# 6341991) is an Investment Advisor Representative working at Edward Jones in Suamico, WI and has over 9 years of experience in the finance industry.
Jonathan Schweiger (CRD# 5639937) is an Investment Advisor Representative working at Edward Jones in Suamico, WI and has over 14 years of experience in the finance industry.
Ross Farley (CRD# 7484542) is an Investment Advisor Representative working at Edward Jones in Suamico, WI and has over 2 years of experience in the finance industry.
Steven Adamski (CRD# 4323474) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 23 years of experience in the finance industry.
Rebecca Agamaite (CRD# 4997609) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.
Robert Aikins (CRD# 5602971) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
Jean-paul Aime (CRD# 4661784) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 20 years of experience in the finance industry.