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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
Michael Pruitt (CRD# 5249437) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Sun Prairie, WI and has over 17 years of experience in the finance industry. Michael Pruitt 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.
Chris Swenson (CRD# 4287391) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 23 years of experience in the finance industry.
Alexander Bruckel (CRD# 7474750) is an Investment Advisor Representative working at Lpl Financial LLC in Sun Prairie, WI and has 1 year of experience in the finance industry.
Vachelle Fleming (CRD# 7299966) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sun Prairie, WI and has over 3 years of experience in the finance industry.
Susan Fouts (CRD# 5934868) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sun Prairie, WI and has 1 year of experience in the finance industry.
Stephanie Hook (CRD# 7549688) is an Investment Advisor Representative working at Lpl Financial LLC in Sun Prairie, WI and has 1 year of experience in the finance industry.
Jamie Magadanz (CRD# 7582251) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun Prairie, WI and has 1 year of experience in the finance industry.
Lukas McElhenie (CRD# 7193606) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sun Prairie, WI and has over 3 years of experience in the finance industry.
Geoffrey Wilkins (CRD# 3035832) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sun Prairie, WI and has over 23 years of experience in the finance industry.
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Mark Ziety (CRD# 4902024) is an Investment Advisor Representative working at Wismed Financial, Inc. in Fitchburg, WI and has over 16 years of experience in the finance industry. Mark Ziety has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals...