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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
Jonathan Kroening (CRD# 4925150) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 19 years of experience in the finance industry. Jonathan Kroening 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.
Jesse Kvitek (CRD# 4579080) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Baldwin, WI and has over 21 years of experience in the finance industry.
Bryan Lavoy (CRD# 3123530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 25 years of experience in the finance industry.
Michael Leverty (CRD# 4518320) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 21 years of experience in the finance industry.
John Levi (CRD# 2432328) is an Investment Advisor Representative working at Landmark Wealth Management Group in Hudson, WI and has over 30 years of experience in the finance industry.
Tyson Lybeck (CRD# 5281500) is an Investment Advisor Representative working at Edward Jones in New Richmond, WI and has over 16 years of experience in the finance industry. Tyson Lybeck 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.
Rachel McDonough (CRD# 4638011) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Hudson, WI and has over 20 years of experience in the finance industry. Rachel McDonough 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 McQuade (CRD# 6065034) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 11 years of experience in the finance industry.
Shannon Mehls (CRD# 4461040) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Richmond, WI and has over 18 years of experience in the finance industry.
Luke Meier (CRD# 5239379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, WI and has over 14 years of experience in the finance industry.