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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
Beverly Bertram (CRD# 5579324) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Timothy Bickmore (CRD# 6172674) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 11 years of experience in the finance industry. Timothy Bickmore 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.
Earl Bischoff (CRD# 5093213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Madison, WI and has over 18 years of experience in the finance industry.
Paul Blaney (CRD# 4183955) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Middleton, WI and has over 23 years of experience in the finance industry.
Jon Bloomer (CRD# 1641404) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 34 years of experience in the finance industry.
Patrick Bortz (CRD# 6056846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Madison, WI and has over 11 years of experience in the finance industry.
Robert Bortz (CRD# 1018691) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Madison, WI and has over 42 years of experience in the finance industry.
Anthony Bosma (CRD# 4669550) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 20 years of experience in the finance industry.
Dane Bowler (CRD# 6495928) is an Investment Advisor Representative working at 2nd Market Capital Advisory Corp. in Madison, WI and has over 8 years of experience in the finance industry.