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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
Thomas Meyer (CRD# 7078732) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 4 years of experience in the finance industry.
Shelley Moffatt (CRD# 2761305) is an Investment Advisor Representative working at Madison Partners in Waunakee, WI and has over 27 years of experience in the finance industry.
Lauren O'brien (CRD# 6109032) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 11 years of experience in the finance industry.
Robert Pierangeli (CRD# 6754375) is an Investment Advisor Representative working at 401k Investment Professionals in Waunakee, WI and has over 7 years of experience in the finance industry. Robert Pierangeli 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.
Tammy Reefe (CRD# 4219043) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 23 years of experience in the finance industry.
Carol Rosenstock (CRD# 4034414) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Waunakee, WI and has over 24 years of experience in the finance industry.
Michael Rozovics (CRD# 5253184) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Waunakee, WI and has over 17 years of experience in the finance industry.
Troy Salisbury (CRD# 5558763) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waunakee, WI and has over 15 years of experience in the finance industry.
Guy Stratton (CRD# 4233492) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 6 years of experience in the finance industry.
Timothy Topoll (CRD# 4691019) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waunakee, WI and has over 20 years of experience in the finance industry.