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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
Craig Schnuelle (CRD# 4816681) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watertown, WI and has over 19 years of experience in the finance industry. Craig Schnuelle 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.
Greg Schroeder (CRD# 2481557) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watertown, WI and has over 29 years of experience in the finance industry. Greg Schroeder 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.
Jerold Vomhof (CRD# 1594823) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Watertown, WI and has over 36 years of experience in the finance industry.
Thomas Warriner (CRD# 4505039) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 22 years of experience in the finance industry.
Michael Williams (CRD# 2262058) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Watertown, WI and has over 29 years of experience in the finance industry. Michael Williams 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.
Brian Cowan (CRD# 4686965) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Watertown, WI and has over 20 years of experience in the finance industry.
Toniette Flint (CRD# 7147784) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Watertown, WI and has over 4 years of experience in the finance industry.
Richelle Holtzman (CRD# 5658377) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has 1 year of experience in the finance industry.
Jennifer Rogers (CRD# 5414721) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 15 years of experience in the finance industry.
Erin Stai (CRD# 7747440) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Watertown, WI and has 1 year of experience in the finance industry.