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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
Michelle Rossi-Weida (CRD# 2655708) is an Investment Advisor Representative working at Lpl Financial LLC in Wales, WI and has over 28 years of experience in the finance industry.
Patrick Schultz (CRD# 3204851) is an Investment Advisor Representative working at Edward Jones in Wales, WI and has over 25 years of experience in the finance industry.
Stephanie Besenhofer (CRD# 7408021) is an Investment Advisor Representative working at Edward Jones in Wales, WI and has 1 year of experience in the finance industry.
Steven Kramer (CRD# 2864586) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Wales, WI and has over 23 years of experience in the finance industry.
Mark Phillips (CRD# 5793273) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Wales, WI and has over 13 years of experience in the finance industry.
Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 5 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Chad Afdahl (CRD# 5625693) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 14 years of experience in the finance industry.
Garren Agle (CRD# 4803124) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry. Garren Agle 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.
Elizabeth Aidoo (CRD# 6834039) is an Investment Advisor Representative working at Francis LLC in Brookfield, WI and has over 6 years of experience in the finance industry.