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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
Jason McGlone (CRD# 3078445) is an Investment Advisor Representative working at McGlone Suttner Wealth Management, Inc. in Appleton, WI and has over 25 years of experience in the finance industry. Jason McGlone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, and comply with the Financial...
Steven Adamski (CRD# 4323474) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 23 years of experience in the finance industry.
Rebecca Agamaite (CRD# 4997609) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.
Robert Aikins (CRD# 5602971) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
Jean-paul Aime (CRD# 4661784) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 20 years of experience in the finance industry.
Mark Albers (CRD# 6226751) is an Investment Advisor Representative working at Verus Wealth Management in De Pere, WI and has over 10 years of experience in the finance industry. Mark Albers 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.
James Alberts (CRD# 2768576) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Green Bay, WI and has over 27 years of experience in the finance industry.
Jessica Alcorn (CRD# 4555608) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 18 years of experience in the finance industry.
Staci Allen (CRD# 4542987) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 17 years of experience in the finance industry.
Tina Andrew (CRD# 2887542) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 22 years of experience in the finance industry.