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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
Karen Ellenbecker (CRD# 1412296) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 38 years of experience in the finance industry.
Julie Ellenbecker-Lipsky (CRD# 3044053) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 25 years of experience in the finance industry. Julie Ellenbecker-Lipsky 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.
Carol Ericson (CRD# 2286751) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 27 years of experience in the finance industry.
Jennifer Ewert (CRD# 4699197) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 12 years of experience in the finance industry.
Nathan Fair (CRD# 4040432) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Waukesha, WI and has over 24 years of experience in the finance industry.
Michael Feeney (CRD# 2539518) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 15 years of experience in the finance industry.
Salvatore Ferrito (CRD# 1280585) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waukesha, WI and has over 39 years of experience in the finance industry.
Shauna Firmiss (CRD# 4006826) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 17 years of experience in the finance industry.
Dean Fliss (CRD# 1490307) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 37 years of experience in the finance industry.
Dina Fliss (CRD# 1358397) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 38 years of experience in the finance industry.