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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
Jared Arn (CRD# 5506729) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Mills, WI and has over 15 years of experience in the finance industry.
Amy Baumhofer (CRD# 6727391) is an Investment Advisor Representative working at Edward Jones in Lake Mills, WI and has over 7 years of experience in the finance industry.
Aaron Genthe (CRD# 2869350) is an Investment Advisor Representative working at Edward Jones in Lake Mills, WI and has over 26 years of experience in the finance industry.
Nathan Littrell (CRD# 6287789) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lake Mills, WI and has over 9 years of experience in the finance industry. Nathan Littrell 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.
Debra Stein (CRD# 1375270) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lake Mills, WI and has over 38 years of experience in the finance industry.
Daniel Zempel (CRD# 4371940) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lake Mills, WI and has over 22 years of experience in the finance industry.
Barry Denny (CRD# 3183586) is an Investment Advisor Representative working at Denny, Barry T. in Lake Mills, WI and has over 25 years of experience in the finance industry.
Ethan Schmidt (CRD# 7386128) is an Investment Advisor Representative working at Edward Jones in Lake Mills, WI and has 1 year of experience in the finance industry.
Alec Abbott (CRD# 1414999) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 33 years of experience in the finance industry.
Eric Adler (CRD# 5936170) is an Investment Advisor Representative working at Adler Financial in Oregon, WI and has over 9 years of experience in the finance industry.