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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
Kellie Eggert (CRD# 1378108) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 20 years of experience in the finance industry.
Jamie Eklov (CRD# 2972699) is an Investment Advisor Representative working at Harbour Investments, Inc. in La Crosse, WI and has over 26 years of experience in the finance industry.
Jon Ellefson (CRD# 2171429) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in La Crosse, WI and has over 32 years of experience in the finance industry.
Theodore Everson (CRD# 5541120) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Onalaska, WI and has over 15 years of experience in the finance industry. Theodore Everson 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 Flanagan (CRD# 2364273) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Onalaska, WI and has over 30 years of experience in the finance industry.
Nancy Forsyth (CRD# 5363537) is an Investment Advisor Representative working at Avantax Advisory Services in Houston, MN and has over 16 years of experience in the finance industry.
Patrick Forsyth (CRD# 5367091) is an Investment Advisor Representative working at Avantax Advisory Services in Houston, MN and has over 16 years of experience in the finance industry. Patrick Forsyth 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.
Arne Fremstad (CRD# 3037074) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Viroqua, WI and has over 26 years of experience in the finance industry.
Frederick Genz (CRD# 5729629) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in La Crosse, WI and has over 14 years of experience in the finance industry. Frederick Genz 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.
Timothy Gillespie (CRD# 2322171) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 30 years of experience in the finance industry.