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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
William Casey (CRD# 1094418) is an Investment Advisor Representative working at Merit Financial Advisors in Manitowoc, WI and has over 40 years of experience in the finance industry. William Casey 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.
Patricia Chase (CRD# 2835574) is an Investment Advisor Representative working at Johnson Wealth Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Timothy Chase (CRD# 2445452) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manitowoc, WI and has over 30 years of experience in the finance industry.
Daniel Cibula (CRD# 3064641) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 25 years of experience in the finance industry.
Lorri Cisler (CRD# 5418194) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 16 years of experience in the finance industry.
John Cress (CRD# 1029139) is an Investment Advisor Representative working at Practical Portfolios LLC in Manitowoc, WI and has over 42 years of experience in the finance industry. John Cress 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.
Steven Crispigna (CRD# 1067941) is an Investment Advisor Representative working at Harbour Investments, Inc. in Green Bay, WI and has over 41 years of experience in the finance industry. Steven Crispigna 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.
Jacob Crosby (CRD# 6917608) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 5 years of experience in the finance industry. Jacob Crosby 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.
Paul Culbertson (CRD# 4794134) is an Investment Advisor Representative working at Lpl Financial LLC in De Pere, WI and has over 19 years of experience in the finance industry.
Danielle Czarapata (CRD# 2901947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 24 years of experience in the finance industry.