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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
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.
Brady Endl (CRD# 5538586) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Watertown, WI and has over 15 years of experience in the finance industry.
James Gehring (CRD# 5732617) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 14 years of experience in the finance industry.
Jerry Gold (CRD# 5066376) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Watertown, WI and has over 17 years of experience in the finance industry.
Melody Gressick (CRD# 4437114) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watertown, WI and has over 21 years of experience in the finance industry.
Benjamin Hoppenrath (CRD# 3009680) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Watertown, WI and has over 26 years of experience in the finance industry.
Timothy Koch (CRD# 5673735) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watertown, WI and has over 14 years of experience in the finance industry.
Brian Konz (CRD# 2110000) is an Investment Advisor Representative working at Commonwealth Financial Network in Watertown, WI and has over 28 years of experience in the finance industry.
Christopher Mallow (CRD# 5552630) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Watertown, WI and has over 13 years of experience in the finance industry.
William Oswald (CRD# 3014693) is an Investment Advisor Representative working at Commonwealth Financial Network in Watertown, WI and has over 26 years of experience in the finance industry. William Oswald 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.