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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
Joseph Berry (CRD# 3051227) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 25 years of experience in the finance industry.
Marc Bertram (CRD# 5508484) is an Investment Advisor Representative working at Commonwealth Financial Network in Onalaska, WI and has over 15 years of experience in the finance industry.
Mark Bertrang (CRD# 1760670) is an Investment Advisor Representative working at Interactive Financial Advisors in Onalaska, WI and has over 35 years of experience in the finance industry.
Kristine Birkholz (CRD# 4145832) is an Investment Advisor Representative working at Edward Jones in Onalaska, WI and has over 5 years of experience in the finance industry.
Curtis Bisek (CRD# 6849493) is an Investment Advisor Representative working at Edward Jones in La Crosse, WI and has over 6 years of experience in the finance industry.
Paul Block (CRD# 1522805) is an Investment Advisor Representative working at Harbour Investments, Inc. in La Crosse, WI and has over 37 years of experience in the finance industry. Paul Block 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.
Donna Bornheimer (CRD# 4531853) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 21 years of experience in the finance industry.
Scott Bradford (CRD# 6936051) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in La Crosse, WI and has over 5 years of experience in the finance industry.
Jeffrey Breit (CRD# 6514649) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Onalaska, WI and has over 8 years of experience in the finance industry.
Susan Breyer (CRD# 5871996) is an Investment Advisor Representative working at Lpl Financial LLC in La Crosse, WI and has over 13 years of experience in the finance industry.