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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
Donnelle Taylor (CRD# 7396564) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chippewa Falls, WI and has 1 year of experience in the finance industry.
Evan Thompson (CRD# 7848280) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Tanner Thompson (CRD# 7302525) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 3 years of experience in the finance industry.
Timothy Tryba (CRD# 7158542) is an Investment Advisor Representative working at Edward Jones in Altoona, WI and has over 4 years of experience in the finance industry.
Mitchell Vandenmeerendonk (CRD# 7424492) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 2 years of experience in the finance industry.
Jill Wegner (CRD# 6996950) is an Investment Advisor Representative working at Jansen Wealth Management LLC in Altoona, WI and has over 2 years of experience in the finance industry.
Noah Williams (CRD# 7588340) is an Investment Advisor Representative working at Creative Planning in Eau Claire, WI and has 1 year of experience in the finance industry.
Stacy Winsand (CRD# 7173855) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 3 years of experience in the finance industry.
Oua Xiong (CRD# 6093382) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has over 11 years of experience in the finance industry.
Joshua Zahn (CRD# 6963968) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.