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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
Aris Bofiles (CRD# 2964892) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 26 years of experience in the finance industry.
Peggy Boris (CRD# 4917780) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 19 years of experience in the finance industry.
Kristen Borst (CRD# 6235369) is an Investment Advisor Representative working at Park Avenue Securities LLC in Germantown, WI and has over 6 years of experience in the finance industry.
Andrew Boyd (CRD# 1010936) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 42 years of experience in the finance industry.
David Boyer (CRD# 1467983) is an Investment Advisor Representative working at Edward Jones in Cedarburg, WI and has over 38 years of experience in the finance industry.
Kevin Breckenfelder (CRD# 4748541) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Colgate, WI and has over 20 years of experience in the finance industry.
Timothy Brennan (CRD# 1973209) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 32 years of experience in the finance industry.
Mark Breuer (CRD# 1319886) is an Investment Advisor Representative working at Arete Financial Planning, LLC in Port Washington, WI and has over 39 years of experience in the finance industry. Mark Breuer 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.
Tyler Briggs (CRD# 5273408) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 15 years of experience in the finance industry. Tyler Briggs 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.
Patrick Broeske (CRD# 1979771) is an Investment Advisor Representative working at Lpl Financial LLC in Fond Du Lac, WI and has over 34 years of experience in the finance industry.