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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
John Bodden (CRD# 2136178) is an Investment Advisor Representative working at Harbour Investments, Inc. in Delafield, WI and has over 33 years of experience in the finance industry.
Thomas Bodin (CRD# 1003641) is an Investment Advisor Representative working at Harbour Investments, Inc. in Waukesha, WI and has over 40 years of experience in the finance industry.
Jordan Bonnett (CRD# 6472424) is an Investment Advisor Representative working at Edward Jones in Sussex, WI and has over 8 years of experience in the finance industry.
Christopher Brackman (CRD# 2097741) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Delafield, WI and has over 33 years of experience in the finance industry. Christopher Brackman 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.
Clay Brandt (CRD# 2104171) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 33 years of experience in the finance industry. Clay Brandt 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.
Genise Brandt (CRD# 2936274) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 23 years of experience in the finance industry.
Nathaniel Brandt (CRD# 6539015) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 7 years of experience in the finance industry.
Anthony Braun (CRD# 1415622) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 36 years of experience in the finance industry.
Richard Braun (CRD# 2032152) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 31 years of experience in the finance industry. Richard Braun 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.
Kevin Breckenfelder (CRD# 4748541) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Colgate, WI and has over 20 years of experience in the finance industry.