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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
Daniel Cox (CRD# 3241337) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 24 years of experience in the finance industry.
Joel Craven (CRD# 4894794) is an Investment Advisor Representative working at Lincoln Investment in Verona, WI and has over 18 years of experience in the finance industry. Joel Craven 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.
Andrew Crone (CRD# 6666568) is an Investment Advisor Representative working at Yahara Wealth Management LLC in Madison, WI and has over 6 years of experience in the finance industry. Andrew Crone 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.
Rodney Cupp (CRD# 2858488) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waunakee, WI and has over 26 years of experience in the finance industry.
Betty Custer (CRD# 872012) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 40 years of experience in the finance industry. Betty Custer 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.
James Custer (CRD# 2095172) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 33 years of experience in the finance industry.
David Cutler (CRD# 1434329) is an Investment Advisor Representative working at Lpl Financial LLC in Cottage Grove, WI and has over 38 years of experience in the finance industry.
Levi Cutler (CRD# 5157074) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, WI and has over 17 years of experience in the finance industry. Levi Cutler 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.
William Czaplewski (CRD# 2386057) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 30 years of experience in the finance industry.
Thomas Dahl (CRD# 1959610) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mcfarland, WI and has over 34 years of experience in the finance industry.