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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
James Ansay (CRD# 4569643) is an Investment Advisor Representative working at Primerica Advisors in Brookfield, WI and has over 21 years of experience in the finance industry.
Thomas Anstett (CRD# 1131692) is an Investment Advisor Representative working at Lpl Financial LLC in Wauwatosa, WI and has over 40 years of experience in the finance industry.
Tracey Anton (CRD# 2457436) is an Investment Advisor Representative working at T. Anton Investment House, Inc. in Madison, WI and has over 29 years of experience in the finance industry. Tracey Anton 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.
Elliott Appel (CRD# 5926520) is an Investment Advisor Representative working at Kindness Financial Planning in Madison, WI and has over 11 years of experience in the finance industry. Elliott Appel 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.
Alison Aquino (CRD# 5089843) is an Investment Advisor Representative working at Edward Jones in Sussex, WI and has over 18 years of experience in the finance industry.
Miles Aquino (CRD# 5842697) is an Investment Advisor Representative working at Edward Jones in Hartland, WI and has over 13 years of experience in the finance industry.
Karen Arenz (CRD# 4595509) is an Investment Advisor Representative working at Edward Jones in Dousman, WI and has over 21 years of experience in the finance industry.
Ivan Arias (CRD# 6720661) 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.
Matthew Arndt (CRD# 5290358) is an Investment Advisor Representative working at Gallatin Financial Advisors, LLC in Milwaukee, WI and has over 17 years of experience in the finance industry. Matthew Arndt 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.
Ray Arndt (CRD# 6425336) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.