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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
James Bradle (CRD# 1528734) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 29 years of experience in the finance industry.
Gary Brewton (CRD# 4998814) is an Investment Advisor Representative working at Conceptual Financial Advisors, LLC in Appleton, WI and has over 18 years of experience in the finance industry. Gary Brewton 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.
Randal Brotherhood (CRD# 6920752) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 5 years of experience in the finance industry.
Jake Buman (CRD# 6637766) is an Investment Advisor Representative working at Cuso Financial Services in Kimberly, WI and has over 7 years of experience in the finance industry.
Gregory Burgett (CRD# 2195400) is an Investment Advisor Representative working at Principal Securities, Inc. in Sheboygan, WI and has over 32 years of experience in the finance industry.
Marlo Burns (CRD# 5402549) is an Investment Advisor Representative working at Cuso Financial Services in Appleton, WI and has over 9 years of experience in the finance industry.
Jeremy Burri (CRD# 4422544) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 22 years of experience in the finance industry.
Carmen Buss (CRD# 1431605) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 36 years of experience in the finance industry.
David Buss (CRD# 5284065) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 17 years of experience in the finance industry.
Jule Butler (CRD# 2346266) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Appleton, WI and has over 30 years of experience in the finance industry.