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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
Brian Andrew (CRD# 2240211) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 32 years of experience in the finance industry.
Todd Arnoldussen (CRD# 1929970) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 35 years of experience in the finance industry.
Brian Asendorf (CRD# 4491921) is an Investment Advisor Representative working at Edward Jones in Menasha, WI and has over 21 years of experience in the finance industry.
Benjamin Baertschy (CRD# 5592674) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 15 years of experience in the finance industry.
Theodore Balthazor (CRD# 2845163) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 26 years of experience in the finance industry.
Jeremy Bardon (CRD# 3076299) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 25 years of experience in the finance industry. Jeremy Bardon 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 Bargholtz (CRD# 2122024) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 33 years of experience in the finance industry.
Trent Barringer (CRD# 2586631) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sheboygan, WI and has over 26 years of experience in the finance industry.
Steven Bassetto (CRD# 1752333) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Troy Beck (CRD# 6123464) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Menasha, WI and has over 11 years of experience in the finance industry.