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Distance Only Green Bay, 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
Todd Piontek (CRD# 5421180) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 16 years of experience in the finance industry. Todd Piontek 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.
Mark Piper (CRD# 1947089) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 34 years of experience in the finance industry. Mark Piper 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.
Stephen Pipp (CRD# 4600365) 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.
Brent Polzin (CRD# 4761660) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 20 years of experience in the finance industry.
Robert Pratel (CRD# 5988472) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 12 years of experience in the finance industry.
Scott Preece (CRD# 3005751) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 26 years of experience in the finance industry.
David Priest (CRD# 2642573) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Green Bay, WI and has over 28 years of experience in the finance industry.
Jeffrey Puissant (CRD# 2501915) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 26 years of experience in the finance industry.
Jacob Rabas (CRD# 5330865) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 17 years of experience in the finance industry. Jacob Rabas 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.
Jerrad Radocay (CRD# 6958496) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Green Bay, WI and has over 5 years of experience in the finance industry.