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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
Mark Oechler (CRD# 1960781) is an Investment Advisor Representative working at Lpl Financial LLC in Kenosha, WI and has over 34 years of experience in the finance industry.
Dawn Okon (CRD# 5584978) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kenosha, WI and has over 15 years of experience in the finance industry.
Daniel Pascucci (CRD# 5104174) is an Investment Advisor Representative working at Edward Jones in Kenosha, WI and has over 18 years of experience in the finance industry.
Jeffrey Perry (CRD# 6828022) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Kenosha, WI and has over 6 years of experience in the finance industry.
Frank Russo (CRD# 2786640) is an Investment Advisor Representative working at Lpl Financial LLC in Kenosha, WI and has over 27 years of experience in the finance industry.
Gregory Schaeffer (CRD# 1018654) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 41 years of experience in the finance industry.
William Sparks (CRD# 2703258) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kenosha, WI and has over 28 years of experience in the finance industry. William Sparks 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.
William Svoboda (CRD# 5405617) is an Investment Advisor Representative working at Hobert & Svoboda, Inc. in Kenosha, WI and has over 17 years of experience in the finance industry.
William Svoboda (CRD# 1103105) is an Investment Advisor Representative working at Hobert & Svoboda, Inc. in Kenosha, WI and has over 41 years of experience in the finance industry.
Stefanie Theuer (CRD# 4864068) is an Investment Advisor Representative working at Lpl Financial LLC in Kenosha, WI and has over 19 years of experience in the finance industry.