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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 Kern (CRD# 4730563) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 19 years of experience in the finance industry.
Victor Ketchpaw (CRD# 1611325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Bend, WI and has over 31 years of experience in the finance industry.
Justin Krueger (CRD# 5201537) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 17 years of experience in the finance industry. Justin Krueger 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.
Michael Kugler (CRD# 1272962) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Bend, WI and has over 39 years of experience in the finance industry.
David Lake (CRD# 1638504) is an Investment Advisor Representative working at Capital Wealth Advisors, Ltd. in West Bend, WI and has over 33 years of experience in the finance industry.
Ronald Larson (CRD# 2439456) is an Investment Advisor Representative working at Larson Wealth Management, LLC in West Bend, WI and has over 30 years of experience in the finance industry.
Jean Lichtensteiger (CRD# 5036594) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 14 years of experience in the finance industry.
Christopher Matheson (CRD# 2598004) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 29 years of experience in the finance industry.
Andrew Mortenson (CRD# 5497477) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 10 years of experience in the finance industry.
Michael Nowack (CRD# 4970918) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 18 years of experience in the finance industry.