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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
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.
Andrew Coopman (CRD# 4422540) is an Investment Advisor Representative working at Edward Jones in Sun Prairie, WI and has over 22 years of experience in the finance industry. Andrew Coopman 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.
Ronald Counsell (CRD# 5658405) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 14 years of experience in the finance industry.
Crystal Cox (CRD# 5933394) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 11 years of experience in the finance industry. Crystal Cox 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 Cox (CRD# 3241337) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 24 years of experience in the finance industry.
Rodney Cupp (CRD# 2858488) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waunakee, WI and has over 26 years of experience in the finance industry.
Betty Custer (CRD# 872012) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 40 years of experience in the finance industry. Betty Custer 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 Custer (CRD# 2095172) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 33 years of experience in the finance industry.
David Cutler (CRD# 1434329) is an Investment Advisor Representative working at Lpl Financial LLC in Beaver Dam, WI and has over 38 years of experience in the finance industry.