-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jason Miloszewicz (CRD# 6893840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rice Lake, WI and has over 5 years of experience in the finance industry.
Bryan Moore (CRD# 5365828) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Luck, WI and has over 8 years of experience in the finance industry.
Cris Moore (CRD# 2148421) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Luck, WI and has over 32 years of experience in the finance industry.
Sherri Munkelwitz (CRD# 4961031) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 15 years of experience in the finance industry.
Brian Niemann (CRD# 1849649) is an Investment Advisor Representative working at Lpl Financial LLC in Rice Lake, WI and has over 35 years of experience in the finance industry.
Brandon Olson (CRD# 5127393) is an Investment Advisor Representative working at Lpl Financial LLC in Rice Lake, WI and has over 17 years of experience in the finance industry.
Kyle Overby (CRD# 5551340) is an Investment Advisor Representative working at Avantax Advisory Services in Clear Lake, WI and has over 15 years of experience in the finance industry.
Chad Peterson (CRD# 7055264) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Rice Lake, WI and has over 5 years of experience in the finance industry. Chad Peterson 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.
Timothy Reedy (CRD# 4361876) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spooner, WI and has over 23 years of experience in the finance industry.
Scott Roppe (CRD# 6786053) is an Investment Advisor Representative working at Edward Jones in Spooner, WI and has over 6 years of experience in the finance industry.