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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
Daniel Baxter (CRD# 6612829) is an Investment Advisor Representative working at United Advisors America in Platteville, WI and has over 8 years of experience in the finance industry.
Robert Bird (CRD# 5921168) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Prairie Du Chien, WI and has over 12 years of experience in the finance industry.
Jeffrey Clausen (CRD# 4458587) is an Investment Advisor Representative working at Edward Jones in Prairie Du Chien, WI and has over 22 years of experience in the finance industry.
Douglas Crubel (CRD# 2501785) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lancaster, WI and has over 29 years of experience in the finance industry.
Aaron Cullen (CRD# 6224930) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Matthew Cuplin (CRD# 5422602) is an Investment Advisor Representative working at Commonwealth Financial Network in Platteville, WI and has over 16 years of experience in the finance industry. Matthew Cuplin 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.
Kristin Hill (CRD# 2430884) is an Investment Advisor Representative working at Edward Jones in Prairie Du Chien, WI and has over 9 years of experience in the finance industry.
Robert Hundhausen (CRD# 6509973) is an Investment Advisor Representative working at Edward Jones in Platteville, WI and has over 8 years of experience in the finance industry.
James Jones (CRD# 6091879) is an Investment Advisor Representative working at Edward Jones in Prairie Du Chien, WI and has over 11 years of experience in the finance industry.
Tyler Kennicker (CRD# 5014641) is an Investment Advisor Representative working at Lpl Financial LLC in Platteville, WI and has over 18 years of experience in the finance industry.