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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
Mandy Kriesel (CRD# 6685984) is an Investment Advisor Representative working at Edward Jones in Clintonville, WI and has over 7 years of experience in the finance industry.
Eric Lang (CRD# 5699102) is an Investment Advisor Representative working at Edward Jones in Winneconne, WI and has over 14 years of experience in the finance industry.
Benjamin Laws (CRD# 4671932) is an Investment Advisor Representative working at Evexia Wealth, LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.
Jenna Laws (CRD# 5680395) is an Investment Advisor Representative working at Evexia Wealth, LLC in Stevens Point, WI and has over 14 years of experience in the finance industry. Jenna Laws 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.
Michael Marcell (CRD# 6535131) is an Investment Advisor Representative working at Elite Retirement Group in Plover, WI and has over 8 years of experience in the finance industry.
Patrick Marcell (CRD# 4438834) is an Investment Advisor Representative working at Elite Retirement Group in Plover, WI and has over 22 years of experience in the finance industry.
Traci Martens (CRD# 2292212) is an Investment Advisor Representative working at Harbour Investments, Inc. in Hortonville, WI and has over 25 years of experience in the finance industry.
Nichole Matowitz (CRD# 5106574) is an Investment Advisor Representative working at Edward Jones in Plover, WI and has over 16 years of experience in the finance industry. Nichole Matowitz 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.
Robert Matzke (CRD# 1037642) is an Investment Advisor Representative working at Financial Services Of Northeast Wisconsin, Inc. in Hortonville, WI and has over 40 years of experience in the finance industry. Robert Matzke 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.
Blake Mellin (CRD# 6904824) is an Investment Advisor Representative working at Edward Jones in Clintonville, WI and has over 6 years of experience in the finance industry.