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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
Nathan Schoenherr (CRD# 7146777) is an Investment Advisor Representative working at Brokers Financial in Green Bay, WI and has over 4 years of experience in the finance industry.
Alexa Schulze (CRD# 7331801) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 3 years of experience in the finance industry. Alexa Schulze 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.
Trevor Skaggs (CRD# 6758018) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 4 years of experience in the finance industry.
Lawrence Skibo (CRD# 731461) is an Investment Advisor Representative working at Kcd Financial, Inc. in Green Bay, WI and has over 21 years of experience in the finance industry.
Shawn Smith (CRD# 6448252) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Green Bay, WI and has over 9 years of experience in the finance industry.
Preston Stary (CRD# 7171893) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has 1 year of experience in the finance industry.
Justin Steinbrinck (CRD# 7545289) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Green Bay, WI and has 1 year of experience in the finance industry.
Amelia Swehla (CRD# 7135690) is an Investment Advisor Representative working at Edward Jones in Green Bay, WI and has over 4 years of experience in the finance industry.
Deborah Teske (CRD# 7650204) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has 1 year of experience in the finance industry.
Katie Weinschenk (CRD# 6337277) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has 1 year of experience in the finance industry.