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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
Kristen Carreira (CRD# 5500358) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 15 years of experience in the finance industry.
Thomas Carroll (CRD# 1132925) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 40 years of experience in the finance industry.
Lindsey Casper (CRD# 6639815) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 5 years of experience in the finance industry.
Peter Cavi (CRD# 4080024) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, WI and has over 24 years of experience in the finance industry.
Andrew Charles (CRD# 6504448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, WI and has over 6 years of experience in the finance industry.
Mark Chin (CRD# 1980056) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 11 years of experience in the finance industry.
Del Chmielewski (CRD# 5044267) is an Investment Advisor Representative working at Del Chmielewski, LLC in Jefferson, WI and has over 19 years of experience in the finance industry.
Katie Christianson (CRD# 6783724) is an Investment Advisor Representative working at Edward Jones in De Forest, WI and has over 6 years of experience in the finance industry.
Erik Clay (CRD# 5235637) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Madison, WI and has over 13 years of experience in the finance industry. Erik Clay 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.
Nathan Condon (CRD# 5052879) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 18 years of experience in the finance industry.