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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
Michael Russo (CRD# 1857141) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wauwatosa, WI and has over 35 years of experience in the finance industry.
Brian Sandblom (CRD# 1932938) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 35 years of experience in the finance industry.
Karl Schmidtke (CRD# 2577024) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Wauwatosa, WI and has over 28 years of experience in the finance industry.
Lucas Schmitz (CRD# 6774453) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 6 years of experience in the finance industry.
Nicholas Schneider (CRD# 5951113) is an Investment Advisor Representative working at Anew Advisors, LLC in Wauwatosa, WI and has over 11 years of experience in the finance industry.
Kurt Schummer (CRD# 3272406) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 23 years of experience in the finance industry.
Marie Serchen (CRD# 2564354) is an Investment Advisor Representative working at Principal Securities, Inc. in Wauwatosa, WI and has over 19 years of experience in the finance industry.
Kevin Sharping (CRD# 6282426) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 10 years of experience in the finance industry.
Christopher Shea (CRD# 705690) is an Investment Advisor Representative working at Intrinsic Investors LLC in Wauwatosa, WI and has over 44 years of experience in the finance industry. Christopher Shea 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.
James Spiegelberg (CRD# 3161269) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Wauwatosa, WI and has over 25 years of experience in the finance industry.