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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
Deborah Hogate (CRD# 2376146) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 30 years of experience in the finance industry.
Michael Holloway (CRD# 4783026) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 6 years of experience in the finance industry.
Dawn Holtmeier (CRD# 2485724) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mequon, WI and has over 28 years of experience in the finance industry.
Melissa Hopper (CRD# 5206596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Bend, WI and has over 17 years of experience in the finance industry.
Chad Huenink (CRD# 5571080) is an Investment Advisor Representative working at Equitable Advisors, LLC in Grafton, WI and has over 12 years of experience in the finance industry.
Julie Irato (CRD# 2361421) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mequon, WI and has over 24 years of experience in the finance industry.
Jeffrey Jacobs (CRD# 6645665) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sheboygan, WI and has over 8 years of experience in the finance industry.
Ryan Jaeger (CRD# 4805706) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 18 years of experience in the finance industry.
Bryan Jansen (CRD# 4789186) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Germantown, WI and has over 20 years of experience in the finance industry.
Greg Janssen (CRD# 4313173) is an Investment Advisor Representative working at Lpl Financial LLC in Germantown, WI and has over 23 years of experience in the finance industry.