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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
Stephen Driever (CRD# 1276132) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 39 years of experience in the finance industry.
Dean Estling (CRD# 2128144) is an Investment Advisor Representative working at Principal Securities, Inc. in Chippewa Falls, WI and has over 33 years of experience in the finance industry.
Timothy Fries (CRD# 2507553) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 29 years of experience in the finance industry. Timothy Fries 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.
Thomas Griebel (CRD# 1593414) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chippewa Falls, WI and has over 36 years of experience in the finance industry.
Catherine Johnson (CRD# 4575692) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 21 years of experience in the finance industry.
Codi Koxlien (CRD# 5596992) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 5 years of experience in the finance industry.
Terry Krumenauer (CRD# 4304648) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chippewa Falls, WI and has over 23 years of experience in the finance industry. Terry Krumenauer 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.
Thomas Kunkel (CRD# 2510614) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Chippewa Falls, WI and has over 29 years of experience in the finance industry.
Daniel Lotts (CRD# 6097898) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 10 years of experience in the finance industry.
Michael Martell (CRD# 4008316) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 24 years of experience in the finance industry.