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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
Peter Shanovich (CRD# 2405325) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 28 years of experience in the finance industry.
William Soltis (CRD# 2140820) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in West Bend, WI and has over 32 years of experience in the finance industry.
Anthony Templin (CRD# 5334606) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 10 years of experience in the finance industry.
Charles Tenbroeck (CRD# 1449501) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in West Bend, WI and has over 38 years of experience in the finance industry. Charles Tenbroeck 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.
Kyle Van Hecke (CRD# 6668737) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in West Bend, WI and has over 4 years of experience in the finance industry.
Corey Vande Voort (CRD# 6750175) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in West Bend, WI and has over 7 years of experience in the finance industry.
David Vollmar (CRD# 2803056) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 27 years of experience in the finance industry.
Nicholas Walschinski (CRD# 5433522) is an Investment Advisor Representative working at Edward Jones in West Bend, WI and has over 16 years of experience in the finance industry.
Brett Weir (CRD# 2434075) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in West Bend, WI and has over 12 years of experience in the finance industry.
David Werner (CRD# 2386229) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in West Bend, WI and has over 29 years of experience in the finance industry. David Werner 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.