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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
Roger Edwards (CRD# 4483804) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 22 years of experience in the finance industry. Roger Edwards 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.
Jacquilyn Egholm (CRD# 6040493) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 10 years of experience in the finance industry.
Brian Ellenbecker (CRD# 4210198) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry. Brian Ellenbecker 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 Ellenbecker (CRD# 1412296) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 38 years of experience in the finance industry.
Julie Ellenbecker-Lipsky (CRD# 3044053) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 25 years of experience in the finance industry. Julie Ellenbecker-Lipsky 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.
Kevin Ellis (CRD# 3064106) is an Investment Advisor Representative working at Envision Financial LLC in Brookfield, WI and has over 26 years of experience in the finance industry. Kevin Ellis 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.
Peter Engstrom (CRD# 4332592) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Mukwonago, WI and has over 23 years of experience in the finance industry. Peter Engstrom 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.
Robert Entwistle (CRD# 6692480) is an Investment Advisor Representative working at Lpl Financial LLC in Elkhorn, WI and has over 7 years of experience in the finance industry.
Carol Ericson (CRD# 2286751) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 27 years of experience in the finance industry.
David Etheridge (CRD# 5966876) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 12 years of experience in the finance industry.