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Distance Only Waupaca, WI
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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
Benjamin Durfee (CRD# 2992833) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 26 years of experience in the finance industry. Benjamin Durfee 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.
Gary Janssen (CRD# 1719806) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 36 years of experience in the finance industry.
Jeffrey Kolasinski (CRD# 4156851) is an Investment Advisor Representative working at Lpl Financial LLC in Waupaca, WI and has over 18 years of experience in the finance industry. Jeffrey Kolasinski 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.
Marcia Lieske (CRD# 4777395) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 9 years of experience in the finance industry.
Melanie Peterson (CRD# 6629640) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 7 years of experience in the finance industry.
Eric Spindt (CRD# 5920213) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 12 years of experience in the finance industry.
Ann Stern (CRD# 3017335) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waupaca, WI and has over 23 years of experience in the finance industry.
Suzanne Udoni (CRD# 1679410) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 21 years of experience in the finance industry.
Peter Vanden Bush (CRD# 4440850) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 22 years of experience in the finance industry.
Carli Navin (CRD# 6617924) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has 1 year of experience in the finance industry.