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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
Jay Lauer (CRD# 2735098) is an Investment Advisor Representative working at Plus Group Wealth Advisors, LLC in Belgium, WI and has over 27 years of experience in the finance industry.
Brent Neis (CRD# 2867316) is an Investment Advisor Representative working at Plus Group Wealth Advisors, LLC in Belgium, WI and has over 26 years of experience in the finance industry.
Thomas Volkmann (CRD# 7779733) is an Investment Advisor Representative working at Plus Group Wealth Advisors, LLC in Belgium, WI and has 1 year of experience in the finance industry.
Daniel Aiken (CRD# 4497282) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 21 years of experience in the finance industry.
Peter Ament (CRD# 2304237) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 30 years of experience in the finance industry.
Julia Anderson (CRD# 1193947) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 32 years of experience in the finance industry.
Peter Anderson (CRD# 2566863) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 28 years of experience in the finance industry.
Brian Andrew (CRD# 2240211) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 31 years of experience in the finance industry.
Matthew Andrews (CRD# 5791309) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 13 years of experience in the finance industry.
Tracey Anton (CRD# 2457436) is an Investment Advisor Representative working at T. Anton Investment House, Inc. in Madison, WI and has over 29 years of experience in the finance industry. Tracey Anton 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.