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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
Christopher Nelson (CRD# 6317434) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 9 years of experience in the finance industry.
Jeff Nielsen (CRD# 3090901) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 25 years of experience in the finance industry.
Duane Ohland (CRD# 1594815) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Beaver Dam, WI and has over 37 years of experience in the finance industry.
David Oldenburg (CRD# 4653469) is an Investment Advisor Representative working at Sequent Planning, LLC in Fond Du Lac, WI and has over 20 years of experience in the finance industry.
Sarah Paulson (CRD# 5795572) is an Investment Advisor Representative working at Valkyrie Financial in Appleton, WI and has over 11 years of experience in the finance industry. Sarah Paulson 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.
Larry Peterson (CRD# 3075803) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Appleton, WI and has over 25 years of experience in the finance industry.
Larry Poch (CRD# 5133349) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fond Du Lac, WI and has over 17 years of experience in the finance industry.
Anthony Pochowski (CRD# 5125189) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mayville, WI and has over 16 years of experience in the finance industry.
John Poels (CRD# 1964220) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beaver Dam, WI and has over 29 years of experience in the finance industry.
Lori Puetz (CRD# 2212418) is an Investment Advisor Representative working at Edward Jones in Columbus, WI and has over 27 years of experience in the finance industry.