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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
Bryan Helgeson (CRD# 6382771) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Holmen, WI and has over 9 years of experience in the finance industry.
Jeffrey Holthaus (CRD# 4329446) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tomah, WI and has over 23 years of experience in the finance industry.
Cody Hougom (CRD# 7145741) is an Investment Advisor Representative working at Edward Jones in Holmen, WI and has over 4 years of experience in the finance industry.
Austin Lins (CRD# 7127928) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 4 years of experience in the finance industry.
Tyler Loeffelholz (CRD# 7510111) is an Investment Advisor Representative working at Principal Securities, Inc. in Holmen, WI and has 1 year of experience in the finance industry.
Nichole Martin (CRD# 7180917) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tomah, WI and has over 3 years of experience in the finance industry.
Adam Prell (CRD# 4882468) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sparta, WI and has over 19 years of experience in the finance industry.
Baylee Shifflet (CRD# 7363807) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 3 years of experience in the finance industry. Baylee Shifflet 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.