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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
Brent Brinker (CRD# 5324627) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 16 years of experience in the finance industry.
Ronald Bryant (CRD# 2367446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 30 years of experience in the finance industry.
John Budin (CRD# 3067818) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sparta, WI and has over 25 years of experience in the finance industry.
Aaron Cade (CRD# 3131685) is an Investment Advisor Representative working at Harbour Investments, Inc. in Viroqua, WI and has over 25 years of experience in the finance industry. Aaron Cade 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.
Michael Callan (CRD# 3092991) is an Investment Advisor Representative working at Lpl Financial LLC in Viola, WI and has over 25 years of experience in the finance industry.
Rick Carlson (CRD# 2767610) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tomah, WI and has over 27 years of experience in the finance industry.
David Christensen (CRD# 4570838) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in La Crosse, WI and has over 23 years of experience in the finance industry. David Christensen 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.
Moriah Cody (CRD# 4243595) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 18 years of experience in the finance industry.
Stephen Cohen (CRD# 6978415) is an Investment Advisor Representative working at Edward Jones in West Salem, WI and has over 5 years of experience in the finance industry.
David Davies (CRD# 3021576) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Onalaska, WI and has over 26 years of experience in the finance industry.