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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
Jason Buchinger (CRD# 2910720) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 26 years of experience in the finance industry.
Nate Burtman (CRD# 4395318) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stevens Point, WI and has over 21 years of experience in the finance industry.
Raymond Cal (CRD# 4917837) is an Investment Advisor Representative working at Principal Securities, Inc. in Stevens Point, WI and has over 19 years of experience in the finance industry.
Lee Courtright (CRD# 55395) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stevens Points, WI and has over 37 years of experience in the finance industry. Lee Courtright 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.
Blake Dahlby (CRD# 1021043) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 41 years of experience in the finance industry.
Thomas Dahlby (CRD# 718777) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 41 years of experience in the finance industry.
Curt Deleske (CRD# 3133638) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Marshfield, WI and has over 23 years of experience in the finance industry.
Daniel Demers (CRD# 6162728) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI and has over 11 years of experience in the finance industry.
Kacey Dewitt (CRD# 5310760) is an Investment Advisor Representative working at Edward Jones in Marshfield, WI and has over 17 years of experience in the finance industry.
Christopher Dubos (CRD# 5723029) is an Investment Advisor Representative working at Principal Securities, Inc. in Stevens Point, WI and has over 14 years of experience in the finance industry.