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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
Malinda Weisensel (CRD# 5431795) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, WI and has over 10 years of experience in the finance industry.
Lisa Andrews (CRD# 3038887) is an hourly financial planner and owner of Perk Planning in Madison, WI and has over 15 years of experience in the finance industry. Lisa Andrews 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Thomas Noel (CRD# 2032263) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Atkinson, WI and has over 27 years of experience in the finance industry.
Jennifer Olson (CRD# 5102182) is an Investment Advisor Representative working at Sii Investments, Inc. in Windsor, WI and has over 12 years of experience in the finance industry.
Jeremy Appleton (CRD# 3276192) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 16 years of experience in the finance industry. Jeremy Appleton 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.
James Arnold (CRD# 3268888) is an Investment Advisor Representative working at Commonwealth Financial Network in Cottage Grove, WI and has over 18 years of experience in the finance industry. James Arnold 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.
Kelly Baumbach (CRD# 3277458) is an Investment Advisor Representative working at Bronfman Rothschild in Madison, WI and has over 18 years of experience in the finance industry. Kelly Baumbach 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.
Todd Bramson (CRD# 1238811) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Madison, WI and has over 30 years of experience in the finance industry. Todd Bramson 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.
Jody Brown (CRD# 4143767) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waunakee, WI and has over 18 years of experience in the finance industry. Jody Brown 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.
John Brown (CRD# 1198677) is an Investment Advisor Representative working at Madison Asset Management in Madison, WI and has over 22 years of experience in the finance industry.