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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
Bradley Borgen (CRD# 4246495) is an Investment Advisor Representative working at Edward Jones in Greenville, WI and has over 23 years of experience in the finance industry. Bradley Borgen 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.
Allan Davies (CRD# 5239840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Greenville, WI and has over 17 years of experience in the finance industry.
Ryan Engels (CRD# 2943011) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Greenville, WI and has over 26 years of experience in the finance industry.
Dean Haack (CRD# 2796760) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Greenville, WI and has over 27 years of experience in the finance industry.
Steven Lautenschlager (CRD# 4193561) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Greenville, WI and has over 23 years of experience in the finance industry. Steven Lautenschlager 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.
Brent Mares (CRD# 5484985) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 16 years of experience in the finance industry. Brent Mares 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.
Cody Mares (CRD# 1366616) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 38 years of experience in the finance industry. Cody Mares 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.
Samuel Sigler (CRD# 2499773) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 29 years of experience in the finance industry. Samuel Sigler 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.
Jesse Wagner (CRD# 5464546) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 15 years of experience in the finance industry.
Corey Wiegel (CRD# 5354292) is an Investment Advisor Representative working at Edward Jones in Greenville, WI and has over 16 years of experience in the finance industry.