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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
David Shattuck (CRD# 4765454) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Berlin, WI and has over 20 years of experience in the finance industry.
David Stone (CRD# 7014788) is an Investment Advisor Representative working at Edward Jones in Berlin, WI and has over 5 years of experience in the finance industry.
James Carriveau (CRD# 7227921) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Berlin, WI and has over 3 years of experience in the finance industry.
Catherine Hargrave (CRD# 6365468) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Berlin, WI and has over 9 years of experience in the finance industry.
Caren Reich (CRD# 3016849) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Berlin, WI and has over 23 years of experience in the finance industry.
Robert Shattuck (CRD# 7572321) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Berlin, WI and has 1 year of experience in the finance industry.
David Adams (CRD# 2186552) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 32 years of experience in the finance industry.
Lisa Adams (CRD# 2042816) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 34 years of experience in the finance industry. Lisa Adams 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.
Ronald Adrians (CRD# 1487537) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Oshkosh, WI and has over 35 years of experience in the finance industry.