-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lynn Berry (CRD# 2488908) is an Investment Advisor Representative working at Harbour Investments, Inc. in Neenah, WI and has over 29 years of experience in the finance industry.
Rosemary Bertram (CRD# 2625069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 22 years of experience in the finance industry.
Paul Bilitz (CRD# 1992511) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 19 years of experience in the finance industry.
Patricia Blackwell (CRD# 5474208) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Russell Bold (CRD# 6795269) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oshkosh, WI and has over 6 years of experience in the finance industry.
Bradley Borgen (CRD# 4246495) is an Investment Advisor Representative working at Edward Jones in Greenville, WI and has over 23 years of experience in the finance industry. Bradley Borgen 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.
William Bowman (CRD# 2211641) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 30 years of experience in the finance industry.
Timothy Brennan (CRD# 1973209) 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.
Patrick Broeske (CRD# 1979771) is an Investment Advisor Representative working at Lpl Financial LLC in Fond Du Lac, WI and has over 34 years of experience in the finance industry.
Alex Brusda (CRD# 6592138) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 8 years of experience in the finance industry. Alex Brusda 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.