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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
Andrei Junge (CRD# 5499803) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 15 years of experience in the finance industry.
Sandra Kalve (CRD# 5735609) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 14 years of experience in the finance industry.
Debbie Keaton (CRD# 6255436) is an Investment Advisor Representative working at Global View Capital Management LLC in Wauwatosa, WI and has over 10 years of experience in the finance industry.
Mark King (CRD# 4373901) is an Investment Advisor Representative working at Fulton Investment Advisers, Inc. in Wauwatosa, WI and has 1 year of experience in the finance industry.
Brian Kleist (CRD# 4719917) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Wauwatosa, WI and has over 13 years of experience in the finance industry. Brian Kleist 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.
Adam Klimas (CRD# 6614250) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 7 years of experience in the finance industry.
David Koehler (CRD# 6859961) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Wauwatosa, WI and has over 6 years of experience in the finance industry.
Derek Kohn (CRD# 4383467) is an Investment Advisor Representative working at Global View Capital Management LLC in Wauwatosa, WI and has over 21 years of experience in the finance industry.
Joshua Konkel (CRD# 5844971) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 13 years of experience in the finance industry. Joshua Konkel 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.
Scott Layeux (CRD# 2017756) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wauwatosa, WI and has over 34 years of experience in the finance industry. Scott Layeux 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.