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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
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.
William Czaplewski (CRD# 2386057) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 30 years of experience in the finance industry.
Allen Dable (CRD# 6410308) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Johnson Creek, WI and has over 9 years of experience in the finance industry.
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.
Shannon Davidson (CRD# 3217982) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 23 years of experience in the finance industry.
Bryan Davis (CRD# 6971506) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Deerfield, WI and has over 5 years of experience in the finance industry.
Courtney Dean (CRD# 2654895) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 26 years of experience in the finance industry.
Walter Dewey (CRD# 2040719) is an Investment Advisor Representative working at Resonant Capital Advisors, LLC in Madison, WI and has 1 year 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.