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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
Christopher McCaman (CRD# 1619888) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry. Christopher McCaman 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 McKelvey (CRD# 2204783) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grafton, WI and has over 32 years of experience in the finance industry.
Matthew McKelvey (CRD# 6563412) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grafton,, WI and has over 5 years of experience in the finance industry.
Kyle McMann (CRD# 6310246) is an Investment Advisor Representative working at Edward Jones in Port Washington, WI and has over 9 years of experience in the finance industry.
Keenan Meitner (CRD# 6160720) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in North Fon Du Lac, WI and has over 9 years of experience in the finance industry.
Scott Mendelsohn (CRD# 2450037) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sheboygan, WI and has over 30 years of experience in the finance industry.
Peter Mersberger (CRD# 2372186) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 30 years of experience in the finance industry.
Nancy Miller (CRD# 5953988) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 12 years of experience in the finance industry.
Randall Miller (CRD# 1394637) is an Investment Advisor Representative working at Financial Planning Center in Sheboygan, WI and has over 38 years of experience in the finance industry.
David Mills (CRD# 2399992) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grafton, WI and has over 20 years of experience in the finance industry. David Mills 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.