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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
Alexandra Ebert (CRD# 6754729) is an Investment Advisor Representative working at Wintrust Investments in Hartland, WI and has over 6 years of experience in the finance industry.
Jacquilyn Egholm (CRD# 6040493) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 10 years of experience in the finance industry.
Nathan Eisner (CRD# 4997447) is an Investment Advisor Representative working at Edward Jones in Sun Prairie, WI and has over 18 years of experience in the finance industry.
Matthew Emmer (CRD# 6365343) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 9 years of experience in the finance industry.
Peter Engstrom (CRD# 4332592) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Mukwonago, WI and has over 23 years of experience in the finance industry. Peter Engstrom 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.
Matthew Faust (CRD# 4802970) is an Investment Advisor Representative working at Edward Jones in Columbus, WI and has over 19 years of experience in the finance industry.
Eric Felth (CRD# 3117323) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jefferson, WI and has over 23 years of experience in the finance industry.
Thomas Fendrick (CRD# 3004677) is an Investment Advisor Representative working at Edward Jones in Stoughton, WI and has over 26 years of experience in the finance industry.
Lisa Fernan (CRD# 5719926) is an Investment Advisor Representative working at Edward Jones in Stoughton, WI and has over 10 years of experience in the finance industry.
Richard Finco (CRD# 3111987) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oconomowoc, WI and has over 25 years of experience in the finance industry.