-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gregory Buxa (CRD# 6172125) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oconomowoc, WI and has over 10 years of experience in the finance industry.
Aurelio Callope (CRD# 4585797) is an Investment Advisor Representative working at Lpl Financial LLC in Whitewater, WI and has over 21 years of experience in the finance industry.
Jeffrey Cardenas (CRD# 4222596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartland, WI and has over 23 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.
David Christensen (CRD# 1379012) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waukesha, WI and has over 38 years of experience in the finance industry.
Brion Collins (CRD# 3120481) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 25 years of experience in the finance industry. Brion Collins 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.
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.
Allen Dable (CRD# 6410308) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Johnson Creek, WI and has over 9 years of experience in the finance industry.
Thomas Daniels (CRD# 1747829) is an Investment Advisor Representative working at Lpl Financial LLC in Hartland, WI and has over 36 years of experience in the finance industry.
Bryan Davis (CRD# 6971506) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Deerfield, WI and has over 5 years of experience in the finance industry.