-
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
Michael Ajango (CRD# 1273248) is an Investment Advisor Representative working at Merit Financial Advisors in De Pere, WI and has over 30 years of experience in the finance industry. Michael Ajango 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.
Mark Albers (CRD# 6226751) is an Investment Advisor Representative working at Verus Wealth Management in De Pere, WI and has over 10 years of experience in the finance industry. Mark Albers 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.
Carolyn Baeten (CRD# 2262789) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in De Pere, WI and has over 31 years of experience in the finance industry.
David Bernarde (CRD# 1652878) is an Investment Advisor Representative working at Kcd Financial, Inc. in De Pere, WI and has over 37 years of experience in the finance industry.
Adam Borths (CRD# 6452691) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 7 years of experience in the finance industry.
Rachel Brown (CRD# 6265693) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has 1 year of experience in the finance industry. Rachel Brown 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.
Daniel Budinger (CRD# 2539606) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has over 29 years of experience in the finance industry. Daniel Budinger 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 Culbertson (CRD# 4794134) is an Investment Advisor Representative working at Lpl Financial LLC in De Pere, WI and has over 19 years of experience in the finance industry.
Danielle Czarapata (CRD# 2901947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 24 years of experience in the finance industry.
Adam Dalke (CRD# 4628737) is an Investment Advisor Representative working at Associated Investment Services, Inc. in De Pere, WI and has over 21 years of experience in the finance industry. Adam Dalke 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.