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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
Paul Fuhrman (CRD# 1571669) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has over 37 years of experience in the finance industry.
Gregory Gall (CRD# 1824483) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Hudson, WI and has over 36 years of experience in the finance industry.
Heidi Gemuenden (CRD# 4810534) is an Investment Advisor Representative working at Edward Jones in Marine On Saint Croix, MN and has over 17 years of experience in the finance industry.
David Gerrish (CRD# 2273364) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in River Falls, WI and has over 31 years of experience in the finance industry.
Jodi Gibson (CRD# 5423075) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Hudson, WI and has over 9 years of experience in the finance industry.
Brandon Graber (CRD# 6242515) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roberts, WI and has over 10 years of experience in the finance industry.
Jamie Grupe (CRD# 3106745) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, WI and has over 25 years of experience in the finance industry. Jamie Grupe 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.
Joshua Hawkins (CRD# 5966798) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 12 years of experience in the finance industry. Joshua Hawkins 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.
John Heike (CRD# 5426122) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Durand, WI and has over 15 years of experience in the finance industry. John Heike 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.
Joel Helminiak (CRD# 5948967) is an Investment Advisor Representative working at Edward Jones in Menomonie, WI and has over 8 years of experience in the finance industry.