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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
Kay Anderson (CRD# 2315435) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Iola, WI and has over 15 years of experience in the finance industry.
Justin Anderson (CRD# 6862114) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI and has over 6 years of experience in the finance industry.
Kim Angell (CRD# 4290200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 23 years of experience in the finance industry. Kim Angell 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.
Chad Backes (CRD# 4045291) is an Investment Advisor Representative working at Lpl Financial LLC in New London, WI and has over 24 years of experience in the finance industry.
Emily Bouche (CRD# 6620110) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI and has over 7 years of experience in the finance industry.
Jason Buchinger (CRD# 2910720) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 26 years of experience in the finance industry.
Nate Burtman (CRD# 4395318) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stevens Point, WI and has over 21 years of experience in the finance industry.
Raymond Cal (CRD# 4917837) is an Investment Advisor Representative working at Principal Securities, Inc. in Stevens Point, WI and has over 19 years of experience in the finance industry.
Lund Cooley (CRD# 1877706) is an Investment Advisor Representative working at Edward Jones in New London, WI and has over 35 years of experience in the finance industry.
Lee Courtright (CRD# 55395) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stevens Points, WI and has over 37 years of experience in the finance industry. Lee Courtright 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.