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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
David Kohlhaas (CRD# 4751513) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 20 years of experience in the finance industry.
Brian Koski (CRD# 6859222) is an Investment Advisor Representative working at Jmr Financial Group in Superior, WI and has over 6 years of experience in the finance industry.
Jerry Kroseman (CRD# 2650526) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Superior, WI and has over 28 years of experience in the finance industry.
John Lawien (CRD# 4135608) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 22 years of experience in the finance industry. John Lawien 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.
Stephanie Lemenowsky (CRD# 4454410) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, MN and has over 22 years of experience in the finance industry.
Michele Lemire (CRD# 2245508) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has over 31 years of experience in the finance industry.
Brian Liberty (CRD# 1999231) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has over 34 years of experience in the finance industry.
Andrew Liebaert (CRD# 5077334) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Superior, WI and has over 16 years of experience in the finance industry. Andrew Liebaert 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.
Nathan Madill (CRD# 4527197) is an Investment Advisor Representative working at Jmr Financial Group in Superior, WI and has over 12 years of experience in the finance industry. Nathan Madill 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.
Jeffrey Maida (CRD# 4728180) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has over 20 years of experience in the finance industry.