-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Stephan Bergman (CRD# 5506734) is an Investment Advisor Representative working at Edward Jones in Wautoma, WI and has over 15 years of experience in the finance industry.
Brian Getchius (CRD# 5177158) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wautoma, WI and has over 17 years of experience in the finance industry.
Anthony Smyrneos (CRD# 4428451) is an Investment Advisor Representative working at Commonwealth Financial Network in Wautoma, WI and has over 22 years of experience in the finance industry.
Travis Truesdale (CRD# 7475142) is an Investment Advisor Representative working at Edward Jones in Wautoma, WI and has over 2 years of experience in the finance industry.
Gregory Dragolovich (CRD# 5318039) is an Investment Advisor Representative working at Edward Jones in Ripon, WI and has over 16 years of experience in the finance industry.
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.
David Herman (CRD# 836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Marsh, WI and has over 42 years of experience in the finance industry.
Shad Horton (CRD# 6679210) is an Investment Advisor Representative working at Edward Jones in Ripon, WI and has over 7 years of experience in the finance industry.
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.
John Kampen (CRD# 5486541) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Endeavor, WI and has over 16 years of experience in the finance industry.