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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 Bodden (CRD# 2136178) is an Investment Advisor Representative working at Harbour Investments, Inc. in Delafield, WI and has over 33 years of experience in the finance industry.
Thomas Bodin (CRD# 1003641) is an Investment Advisor Representative working at Harbour Investments, Inc. in Waukesha, WI and has over 40 years of experience in the finance industry.
Patrick Bortz (CRD# 6056846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oconomowoc, WI and has over 11 years of experience in the finance industry.
Christopher Brackman (CRD# 2097741) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Delafield, WI and has over 33 years of experience in the finance industry. Christopher Brackman 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.
Homer Braden (CRD# 4325343) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sun Prairie, WI and has over 23 years of experience in the finance industry.
Clay Brandt (CRD# 2104171) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 33 years of experience in the finance industry. Clay Brandt 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.
Genise Brandt (CRD# 2936274) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 23 years of experience in the finance industry.
Nathaniel Brandt (CRD# 6539015) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 7 years of experience in the finance industry.
Richard Braun (CRD# 2032152) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 31 years of experience in the finance industry. Richard Braun 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.
Christopher Brock (CRD# 6262956) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 10 years of experience in the finance industry.