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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
Michael Parker (CRD# 1921530) is an Investment Advisor Representative working at Primerica Advisors in Germantown, WI and has over 35 years of experience in the finance industry.
Shrey Patel (CRD# 6944007) is an Investment Advisor Representative working at The Milwaukee Company in Thiensville, WI and has over 6 years of experience in the finance industry.
Matthew Patrick (CRD# 4715467) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Grafton, WI and has over 20 years of experience in the finance industry.
Gregory Pauly (CRD# 5273543) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 17 years of experience in the finance industry.
Ramiro Paz (CRD# 6493139) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 8 years of experience in the finance industry.
Kathleen Pederson (CRD# 5320577) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 16 years of experience in the finance industry.
Kevin Perlberg (CRD# 1424365) is an Investment Advisor Representative working at Blackhawk Capital Partners, LLC in Thiensville, WI and has over 37 years of experience in the finance industry. Kevin Perlberg 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.
Richard Pesich (CRD# 2767562) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 23 years of experience in the finance industry.
Julie Peterson (CRD# 2305726) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mequon, WI and has over 30 years of experience in the finance industry.
John Plumley (CRD# 5771687) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, WI and has over 13 years of experience in the finance industry.