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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
Logan Kinyon (CRD# 6205419) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 6 years of experience in the finance industry.
Michael Korb (CRD# 2399708) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fond Du Lac, WI and has over 29 years of experience in the finance industry.
Michael Kreuziger (CRD# 2387532) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fond Du Lac, WI and has over 30 years of experience in the finance industry. Michael Kreuziger 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.
Greg Lavin (CRD# 2413278) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fond Du Lac, WI and has over 23 years of experience in the finance industry.
William Lohrenz (CRD# 2644534) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Appleton, WI and has over 28 years of experience in the finance industry.
Shawn Longley (CRD# 2685281) is an Investment Advisor Representative working at Wells Fargo Advisors in Fond Du Lac, WI and has over 27 years of experience in the finance industry. Shawn Longley 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.
Alec Lothert (CRD# 5158511) is an Investment Advisor Representative working at Edward Jones in Hartford, WI and has over 17 years of experience in the finance industry.
Todd Lowe (CRD# 6614937) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 7 years of experience in the finance industry.
William Mahlik (CRD# 3017015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fond Du Lac, WI and has over 23 years of experience in the finance industry.
Kelly Marshall (CRD# 2755394) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, WI and has over 26 years of experience in the finance industry.