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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
John Miller (CRD# 6720679) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 7 years of experience in the finance industry.
Michael Miller (CRD# 705441) is an Investment Advisor Representative working at Advisory Services Network in Mequon, WI and has over 44 years of experience in the finance industry.
Nancy Miller (CRD# 5953988) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 12 years of experience in the finance industry.
David Mills (CRD# 2399992) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grafton, WI and has over 20 years of experience in the finance industry. David Mills 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.
Paul Minick (CRD# 2813314) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 27 years of experience in the finance industry. Paul Minick 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.
Casey Moneer (CRD# 7053305) is an Investment Advisor Representative working at Edward Jones in Slinger, WI and has over 5 years of experience in the finance industry.
Gregory Monson (CRD# 1595996) is an Investment Advisor Representative working at Edward Jones in Sheboygan, WI and has over 30 years of experience in the finance industry.
William Morrison (CRD# 6828345) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 6 years of experience in the finance industry. William Morrison 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.
William Morse (CRD# 1563685) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 37 years of experience in the finance industry. William Morse 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.
Andrew Mortenson (CRD# 5497477) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 10 years of experience in the finance industry.