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Distance Only Eau Claire, WI
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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
Dale Robl (CRD# 5255177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 16 years of experience in the finance industry.
Mark Rogo (CRD# 855009) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has over 44 years of experience in the finance industry.
David Schian (CRD# 6423574) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Eau Claire, WI and has over 8 years of experience in the finance industry. David Schian 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.
Andrew Schlafer (CRD# 4264990) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 23 years of experience in the finance industry. Andrew Schlafer 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 Schwaegel (CRD# 5592775) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 15 years of experience in the finance industry.
Charles Shoemaker (CRD# 1199800) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eau Claire, WI and has over 40 years of experience in the finance industry.
Daniel Shoemaker (CRD# 6083267) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eau Claire, WI and has over 9 years of experience in the finance industry.
Mitchell Sinz (CRD# 6225750) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 7 years of experience in the finance industry.
Randolph Sinz (CRD# 707317) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has over 44 years of experience in the finance industry.
Scott Sommer (CRD# 6429742) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 9 years of experience in the finance industry.