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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
Tracy Dallen (CRD# 3188650) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookfield, WI and has over 25 years of experience in the finance industry.
Shannon Daly (CRD# 5771102) is an Investment Advisor Representative working at Edelman Financial Engines in Waukesha, WI and has over 14 years of experience in the finance industry. Shannon Daly 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.
Karen Danczyk (CRD# 1456834) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 38 years of experience in the finance industry.
Thomas Daniels (CRD# 1747829) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 36 years of experience in the finance industry.
Rebecca Danihlik (CRD# 4996994) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hartland, WI and has over 17 years of experience in the finance industry.
Jeffrey Day (CRD# 1353357) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wauwatosa, WI and has over 38 years of experience in the finance industry.
Mark De Merritt (CRD# 1804970) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Antioch, IL and has over 32 years of experience in the finance industry.
Allen Dearing (CRD# 1006234) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Elm Grove, WI and has over 42 years of experience in the finance industry.
Michael Dearing (CRD# 7065982) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Elm Grove, WI and has over 5 years of experience in the finance industry.
Heather Deaton (CRD# 5543239) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 7 years of experience in the finance industry.