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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
Benjamin Durfee (CRD# 2992833) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 26 years of experience in the finance industry. Benjamin Durfee 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.
Dennis Durocher (CRD# 2329223) is an Investment Advisor Representative working at Lpl Financial LLC in Menasha, WI and has over 30 years of experience in the finance industry. Dennis Durocher 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.
Brian Dvorak (CRD# 5514660) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Kaukauna, WI and has over 15 years of experience in the finance industry.
James Ebben (CRD# 3213868) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 15 years of experience in the finance industry.
Arnold Eichhof (CRD# 6858827) is an Investment Advisor Representative working at Cornerstone Financial Group in Appleton, WI and has over 5 years of experience in the finance industry. Arnold Eichhof 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.
Patrick Ellestad (CRD# 6526200) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 8 years of experience in the finance industry.
Robert Engels (CRD# 1704025) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Ryan Engels (CRD# 2943011) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Greenville, WI and has over 26 years of experience in the finance industry.
Jeffrey Esker (CRD# 2570455) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 29 years of experience in the finance industry. Jeffrey Esker 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.
Cody Evers (CRD# 6391817) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Appleton, WI and has over 9 years of experience in the finance industry.