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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
John Barrett (CRD# 2673905) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 28 years of experience in the finance industry.
Kevin Barry (CRD# 6128106) is an Investment Advisor Representative working at Equitable Advisors, LLC in Waukesha, WI and has over 11 years of experience in the finance industry.
Laura Barry (CRD# 2788548) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 19 years of experience in the finance industry. Laura Barry 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.
Timothy Bartelt (CRD# 2501532) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has over 29 years of experience in the finance industry.
Jefferson Batt (CRD# 2758452) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mchenry, IL and has over 27 years of experience in the finance industry. Jefferson Batt 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.
Kendall Bauer (CRD# 6314689) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 9 years of experience in the finance industry.
Nicholas Bauer (CRD# 3099440) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has over 20 years of experience in the finance industry.
Christy Baughman (CRD# 1329150) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Milwaukee, WI and has over 39 years of experience in the finance industry.
David Baum (CRD# 2887725) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milwaukee, WI and has over 26 years of experience in the finance industry.
Lori Baumann (CRD# 4891148) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 19 years of experience in the finance industry.