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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
David Flynn (CRD# 2707577) is an Investment Advisor Representative working at Osaic Wealth, Inc. in East Troy, WI and has over 28 years of experience in the finance industry.
James Jakscht (CRD# 4275558) is an Investment Advisor Representative working at Edward Jones in East Troy, WI and has over 23 years of experience in the finance industry.
Patricia Robertson (CRD# 1703616) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Troy, WI and has over 36 years of experience in the finance industry. Patricia Robertson 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.
Melissa Fry (CRD# 7549864) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Troy, WI and has 1 year of experience in the finance industry.
Carl Schemm (CRD# 6915530) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in East Troy, WI and has over 5 years of experience in the finance industry.
Timothy Werwie (CRD# 6463289) is an Investment Advisor Representative working at State Farm Investment Management Corp. in East Troy, WI and has over 9 years of experience in the finance industry.
Robert Abbott (CRD# 170) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Waukesha, WI and has over 32 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Elizabeth Aidoo (CRD# 6834039) is an Investment Advisor Representative working at Francis LLC in Brookfield, WI and has over 6 years of experience in the finance industry.
Chadwick Albano (CRD# 4659590) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 20 years of experience in the finance industry.