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Distance Only Altoona, WI
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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 Woita (CRD# 1372854) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 38 years of experience in the finance industry.
John Berschback (CRD# 7637461) is an Investment Advisor Representative working at Medvest Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.
Sammie Bostrom (CRD# 4479962) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Altoona, WI and has over 22 years of experience in the finance industry.
Lee Clausen (CRD# 4919612) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry. Lee Clausen 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.
Sean Craker (CRD# 7440268) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Bradley Dobson (CRD# 6540242) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 8 years of experience in the finance industry.
Jack Genereaux (CRD# 7059848) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 2 years of experience in the finance industry.
David Guild (CRD# 6836296) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has 1 year of experience in the finance industry.
Jon Laher (CRD# 7825762) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Matthew Leach (CRD# 7424553) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.