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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
Larry Rose (CRD# 2432594) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.
Maximilian Roth (CRD# 842683) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 33 years of experience in the finance industry.
Thomas Rueckl (CRD# 2662868) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Green Bay, WI and has over 28 years of experience in the finance industry. Thomas Rueckl 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.
Bradley Ruh (CRD# 5354923) is an Investment Advisor Representative working at Eagle Strategies LLC in New Holstein, WI and has over 13 years of experience in the finance industry.
Brian Ruh (CRD# 1970199) is an Investment Advisor Representative working at Eagle Strategies LLC in New Holstein, WI and has over 34 years of experience in the finance industry.
Jon Sattler (CRD# 5950456) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.
Michael Savolt (CRD# 2565278) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wrightstown, WI and has over 29 years of experience in the finance industry.
Derek Schanhofer (CRD# 2804678) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 27 years of experience in the finance industry. Derek Schanhofer 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.
Kathleen Schmidt (CRD# 2479697) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 30 years of experience in the finance industry. Kathleen Schmidt 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.
Pamela Schott (CRD# 4225467) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Green Bay, WI and has over 15 years of experience in the finance industry.