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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
Debra Cross (CRD# 5664232) is an Investment Advisor Representative working at Edward Jones in Delavan, WI and has over 14 years of experience in the finance industry.
Betty Custer (CRD# 872012) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 40 years of experience in the finance industry. Betty Custer 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 Custer (CRD# 2095172) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Madison, WI and has over 33 years of experience in the finance industry.
Levi Cutler (CRD# 5157074) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, WI and has over 17 years of experience in the finance industry. Levi Cutler 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.
Thomas Dahl (CRD# 1959610) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mcfarland, WI and has over 34 years of experience in the finance industry.
Jeffery Dancer (CRD# 2359051) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 8 years of experience in the finance industry.
Mitchell Dewitt (CRD# 6607866) is an Investment Advisor Representative working at Walkner Condon Financial Advisors LLC in Madison, WI and has over 8 years of experience in the finance industry. Mitchell Dewitt 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.
Chase Drake (CRD# 6554107) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, WI and has over 8 years of experience in the finance industry.
Timothy Droster (CRD# 6731541) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 7 years of experience in the finance industry.
Joshua Duesterbeck (CRD# 6406363) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Delavan, WI and has over 9 years of experience in the finance industry.