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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
Kyle Brunette (CRD# 5088508) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 18 years of experience in the finance industry.
Roxanna Bruss (CRD# 6259836) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Green Bay, WI and has over 9 years of experience in the finance industry. Roxanna Bruss 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.
Daniel Budinger (CRD# 2539606) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has over 29 years of experience in the finance industry. Daniel Budinger 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.
Douglass Burgdorf (CRD# 3194116) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry. Douglass Burgdorf 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.
Michael Calawerts (CRD# 6538643) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Green Bay, WI and has over 7 years of experience in the finance industry.
Daniel Cape (CRD# 6069956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 6 years of experience in the finance industry.
James Cape (CRD# 1156077) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 40 years of experience in the finance industry.
Mark Capomaccio (CRD# 4352772) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 14 years of experience in the finance industry.
Dayna Carlson (CRD# 4130392) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 24 years of experience in the finance industry.
Jennifer Carr (CRD# 3157183) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 24 years of experience in the finance industry.