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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
Donald Fortney (CRD# 1642827) is an Investment Advisor Representative working at Money Concepts Advisory Service in Grafton, WI and has over 36 years of experience in the finance industry.
John Frausto (CRD# 6626279) is an Investment Advisor Representative working at Lpl Financial LLC in Howards Grove, WI and has over 7 years of experience in the finance industry.
Barbara Frenz (CRD# 874227) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fond Du Lac, WI and has over 44 years of experience in the finance industry.
Wayne Freund (CRD# 2645168) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Malone, WI and has over 28 years of experience in the finance industry.
Nimrod Gauss-Samet (CRD# 4729638) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Port Washington, WI and has over 20 years of experience in the finance industry.
James Gehring (CRD# 3218466) is an Investment Advisor Representative working at Edward Jones in Slinger, WI and has over 24 years of experience in the finance industry.
Jessica Geiszler (CRD# 5929576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 12 years of experience in the finance industry.
Kyle Gensrick (CRD# 6907102) is an Investment Advisor Representative working at Creative Planning in Saukville, WI and has over 6 years of experience in the finance industry. Kyle Gensrick 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.
William Gomilla (CRD# 1839646) is an Investment Advisor Representative working at Lpl Financial LLC in West Bend, WI and has over 30 years of experience in the finance industry. William Gomilla 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.
Craig Gonn (CRD# 2210754) is an Investment Advisor Representative working at Vision Financial Services LLC in Grafton, WI and has over 32 years of experience in the finance industry.