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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
Alexis Kopecky (CRD# 7099659) is an Investment Advisor Representative working at Edward Jones in West Bend, WI and has over 3 years of experience in the finance industry.
Michelle Oldham (CRD# 6573252) 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.
Steven Paykel (CRD# 5692882) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Bend, WI and has over 14 years of experience in the finance industry.
David Rosenow (CRD# 1561780) is an Investment Advisor Representative working at Cwp Private Wealth Management in West Bend, WI and has over 37 years of experience in the finance industry.
Andrew Sabel (CRD# 6850549) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 6 years of experience in the finance industry.
Joshua Senkbeil (CRD# 6978003) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 4 years of experience in the finance industry.
Travis Surita (CRD# 7444008) is an Investment Advisor Representative working at Edward Jones in West Bend, WI and has over 2 years of experience in the finance industry.
Eileen Voigt (CRD# 6291179) 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.
John Yagla (CRD# 2030137) is an Investment Advisor Representative working at Wells Fargo Advisors in West Bend, WI and has over 34 years of experience in the finance industry. John Yagla 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.
Paul Zarling (CRD# 6599663) is an Investment Advisor Representative working at Client First Investment Management LLC in West Bend, WI and has over 4 years of experience in the finance industry.