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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
Charles Munkwitz (CRD# 2916906) is an Investment Advisor Representative working at Global Retirement Partners LLC in Wauwatosa, WI and has over 19 years of experience in the finance industry.
Francis Otoole (CRD# 2090636) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wauwatosa, WI and has over 33 years of experience in the finance industry.
Kelly Pekoske (CRD# 2294637) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wauwatosa, WI and has over 21 years of experience in the finance industry.
Danielle Pfeifer (CRD# 6113304) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wauwatosa, WI and has over 11 years of experience in the finance industry.
Steven Phillips (CRD# 6381122) is an Investment Advisor Representative working at Principal Securities, Inc. in Wauwatosa, WI and has over 9 years of experience in the finance industry.
Ilija Potkonjak (CRD# 1300858) is an Investment Advisor Representative working at Lpl Financial LLC in Wauwatosa, WI and has over 39 years of experience in the finance industry.
Randy Potter (CRD# 3234812) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wauwatosa, WI and has over 23 years of experience in the finance industry.
Rodger Premeau (CRD# 4736118) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wauwatosa, WI and has over 20 years of experience in the finance industry.
Vijay Raj (CRD# 2197360) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 32 years of experience in the finance industry.
Bryan Rasey (CRD# 3053588) is an Investment Advisor Representative working at Principal Securities, Inc. in Wauwatosa, WI and has over 18 years of experience in the finance industry.