-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Amy Zellner (CRD# 6282372) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 9 years of experience in the finance industry.
Spencer Feivor (CRD# 7135716) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 4 years of experience in the finance industry.
Bennett Fletcher (CRD# 6836807) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 6 years of experience in the finance industry. Bennett Fletcher 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.
Gail Jones (CRD# 5912729) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 3 years of experience in the finance industry.
Tanessa Klug (CRD# 7169178) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 4 years of experience in the finance industry.
Kody Klumb (CRD# 7364659) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marinette, WI and has over 2 years of experience in the finance industry.
Kyle Klumb (CRD# 7364654) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marinette, WI and has over 2 years of experience in the finance industry.
Kathleen Lemay (CRD# 7844139) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Menominee, MI and has 1 year of experience in the finance industry.
Brady Lenius (CRD# 7275445) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 3 years of experience in the finance industry.
Ethan Linstad (CRD# 7158597) is an Investment Advisor Representative working at Edward Jones in Menominee, MI and has over 4 years of experience in the finance industry.