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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
Emily Soper (CRD# 5247005) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 7 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.
Mark Swenson (CRD# 5335977) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 16 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.
Chris Thelen (CRD# 3053834) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 26 years of experience in the finance industry.
Cheryl Tibbs (CRD# 4463975) is an Investment Advisor Representative working at Primerica Advisors in Green Bay, WI and has over 22 years of experience in the finance industry.