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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
Brandin Arndt (CRD# 7169198) is an Investment Advisor Representative working at Edward Jones in Verona, WI and has over 4 years of experience in the finance industry.
David Coursey (CRD# 7119884) is an Investment Advisor Representative working at Tcp Wealth Management LLC in Verona, WI and has over 4 years of experience in the finance industry.
Amy Deterding (CRD# 6222766) is an Investment Advisor Representative working at Edward Jones in Verona, WI and has 1 year of experience in the finance industry.
Joseph Gabriel (CRD# 6449005) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Verona, WI and has over 8 years of experience in the finance industry.
Tyler Gruhl (CRD# 7723759) is an Investment Advisor Representative working at Tcp Wealth Management LLC in Verona, WI and has 1 year of experience in the finance industry.
Lukas Kolasch (CRD# 7100841) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 3 years of experience in the finance industry.
Lucas Kraft (CRD# 5470299) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 16 years of experience in the finance industry. Lucas Kraft 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 Marty (CRD# 7535512) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has 1 year of experience in the finance industry.
Carly McCormick (CRD# 6853959) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Verona, WI and has over 6 years of experience in the finance industry.
Bryan Minogue (CRD# 5803688) is an Investment Advisor Representative working at Kardinal Financial in Verona, WI and has 1 year of experience in the finance industry. Bryan Minogue 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.