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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
John Budin (CRD# 3067818) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sparta, WI and has over 25 years of experience in the finance industry.
Timothy Buswell (CRD# 3034736) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Caledonia, MN and has over 25 years of experience in the finance industry.
Aaron Cade (CRD# 3131685) is an Investment Advisor Representative working at Harbour Investments, Inc. in Viroqua, WI and has over 25 years of experience in the finance industry. Aaron Cade 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.
Susan Cassidy (CRD# 5944295) is an Investment Advisor Representative working at Edward Jones in Galesville, WI and has over 12 years of experience in the finance industry.
David Christensen (CRD# 4570838) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in La Crosse, WI and has over 23 years of experience in the finance industry. David Christensen 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.
Moriah Cody (CRD# 4243595) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 18 years of experience in the finance industry.
Brandon Corcoran (CRD# 6475680) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cashton, WI and has over 8 years of experience in the finance industry.
David Davies (CRD# 3021576) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Onalaska, WI and has over 26 years of experience in the finance industry.
Edward Davig (CRD# 841294) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Holmen, WI and has over 32 years of experience in the finance industry.
Jennifer Deets (CRD# 4667274) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 20 years of experience in the finance industry. Jennifer Deets 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.