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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
Ramiro Paz (CRD# 6493139) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 8 years of experience in the finance industry.
Richard Pesich (CRD# 2767562) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 23 years of experience in the finance industry.
Justin Pogodzinski (CRD# 6185956) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 8 years of experience in the finance industry.
Elizabeth Ratzburg (CRD# 6130773) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 5 years of experience in the finance industry.
Timothy Reis (CRD# 2317888) is an Investment Advisor Representative working at Merit Financial Advisors in West Bend, WI and has over 31 years of experience in the finance industry.
Jason Rose (CRD# 4512000) is an Investment Advisor Representative working at Avantax Advisory Services in West Bend, WI and has over 12 years of experience in the finance industry.
Lay Rosenheimer (CRD# 1109522) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 40 years of experience in the finance industry.
Bobby Joe Royes (CRD# 5060078) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Bend, WI and has over 18 years of experience in the finance industry.
Edward Scherr (CRD# 3221122) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Bend, WI and has over 24 years of experience in the finance industry.
Michael Schilling (CRD# 2764601) is an Investment Advisor Representative working at Lpl Financial LLC in West Bend, WI and has over 27 years of experience in the finance industry. Michael Schilling 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.