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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
Julie Groves (CRD# 4641447) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 20 years of experience in the finance industry.
Andrew Hager (CRD# 3171227) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 24 years of experience in the finance industry. Andrew Hager 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.
Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Portage, WI and has over 16 years of experience in the finance industry.
David Herman (CRD# 836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Marsh, WI and has over 42 years of experience in the finance industry.
Kathy Houzner (CRD# 2125820) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 33 years of experience in the finance industry.
Nathan Keller (CRD# 3081819) is an Investment Advisor Representative working at Lpl Financial LLC in Wisconsin Dells, WI and has over 21 years of experience in the finance industry.
Daniel Mael (CRD# 6901195) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 5 years of experience in the finance industry.
Larry Marlette (CRD# 3176914) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Baraboo, WI and has over 25 years of experience in the finance industry.
Kelly Marshall (CRD# 2755394) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, WI and has over 26 years of experience in the finance industry.
Lisa McClyman (CRD# 2845735) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 27 years of experience in the finance industry.