-
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
Jane Snyder (CRD# 1427208) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 38 years of experience in the finance industry.
Carey Somerville (CRD# 1614247) 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.
Timothy Steffen (CRD# 1953542) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 35 years of experience in the finance industry.
Michael Steppe (CRD# 4405015) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has 1 year of experience in the finance industry.
Patrick Stoa (CRD# 6516986) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 8 years of experience in the finance industry. Patrick Stoa 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.
Richard Stockheimer (CRD# 2570304) is an Investment Advisor Representative working at Equitable Advisors, LLC in Green Bay, WI and has over 29 years of experience in the finance industry.
Richard Stoker (CRD# 2982716) is an Investment Advisor Representative working at Edward Jones in Chilton, WI and has over 26 years of experience in the finance industry.
Daniel Taicher (CRD# 6025287) is an Investment Advisor Representative working at Equitable Advisors, LLC in De Pere, WI and has over 12 years of experience in the finance industry.
David Tassoul (CRD# 4482993) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 22 years of experience in the finance industry. David Tassoul 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.
John Thayer (CRD# 1603202) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 26 years of experience in the finance industry. John Thayer 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.