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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
Rosemary Bertram (CRD# 2625069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 22 years of experience in the finance industry.
Joyce Bielefeld (CRD# 2941004) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 26 years of experience in the finance industry.
Amanda Biggar (CRD# 6860425) is an Investment Advisor Representative working at Lpl Financial LLC in Germantown, WI and has over 5 years of experience in the finance industry.
Paul Bilitz (CRD# 1992511) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 19 years of experience in the finance industry.
Thomas Binversie (CRD# 4476363) is an Investment Advisor Representative working at Lpl Financial LLC in Plymouth, WI and has over 22 years of experience in the finance industry.
Jeremy Bisick (CRD# 4521431) is an Investment Advisor Representative working at Edward Jones in Sussex, WI and has over 21 years of experience in the finance industry.
Keith Black (CRD# 2285782) is an Investment Advisor Representative working at Commonwealth Financial Network in Brookfield, WI and has over 31 years of experience in the finance industry. Keith Black 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.
Jean Ann Blanke (CRD# 3211313) is an Investment Advisor Representative working at Avantax Advisory Services in Plymouth, WI and has over 24 years of experience in the finance industry.
Mark Bloomer (CRD# 2228365) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Hartland, WI and has over 31 years of experience in the finance industry.
Thomas Bodin (CRD# 1003641) is an Investment Advisor Representative working at Harbour Investments, Inc. in Waukesha, WI and has over 40 years of experience in the finance industry.