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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
Steven Johnson (CRD# 5894814) is an Investment Advisor Representative working at Mml Investors Services, LLC in De Pere, WI and has over 13 years of experience in the finance industry.
Scott Jones (CRD# 5026096) is an Investment Advisor Representative working at Sumnicht & Associates, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Troy Jordan (CRD# 819125) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 39 years of experience in the finance industry.
Thomas Julian (CRD# 1974855) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kimberly, WI and has over 34 years of experience in the finance industry.
Lindsey Kabat (CRD# 5237335) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 17 years of experience in the finance industry.
John Kadletz (CRD# 4455776) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in De Pere, WI and has over 22 years of experience in the finance industry.
Lindsay Kaminski (CRD# 5522080) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 9 years of experience in the finance industry. Lindsay Kaminski 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.
Kay Kapets (CRD# 4287350) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 20 years of experience in the finance industry.
Heather Karcz (CRD# 2783397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Jacqueline Karpinsky (CRD# 5632255) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 10 years of experience in the finance industry.