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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
Kathryn Fisher Davies (CRD# 4229107) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 23 years of experience in the finance industry.
William Gomilla (CRD# 1839646) is an Investment Advisor Representative working at Lpl Financial LLC in West Bend, WI and has over 30 years of experience in the finance industry. William Gomilla 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.
Hunter Gross (CRD# 6071946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Bend, WI and has over 7 years of experience in the finance industry.
Brandon Hall (CRD# 3003468) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 26 years of experience in the finance industry.
Mark Hamm (CRD# 2342095) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 30 years of experience in the finance industry.
Troy Hanson (CRD# 4450375) is an Investment Advisor Representative working at Kdhh Investments LLC in West Bend, WI and has 1 year of experience in the finance industry.
Melissa Hopper (CRD# 5206596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Bend, WI and has over 17 years of experience in the finance industry.
Anthony Jasen (CRD# 2424280) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Bend, WI and has over 30 years of experience in the finance industry.
Paula Jensen (CRD# 5831889) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 11 years of experience in the finance industry.
Peter Kapler (CRD# 5543202) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 15 years of experience in the finance industry.