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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
John Wiley (CRD# 2226116) is an Investment Advisor Representative working at Iht Wealth Management LLC in Plymouth, WI and has over 22 years of experience in the finance industry.
Kevin Wilson (CRD# 6599209) is an Investment Advisor Representative working at Prudential Financial Planning Services in De Pere, WI and has over 8 years of experience in the finance industry.
Daniel Winter (CRD# 4653224) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sheboygan, WI and has over 21 years of experience in the finance industry.
Michael Winter (CRD# 5680514) is an Investment Advisor Representative working at Edward Jones in De Pere, WI and has over 6 years of experience in the finance industry.
Kenneth Wirtz (CRD# 2233069) is an Investment Advisor Representative working at Mml Investors Services, LLC in De Pere, WI and has over 31 years of experience in the finance industry. Kenneth Wirtz 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.
Margaret Wittkopp (CRD# 2427341) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 30 years of experience in the finance industry.
Julie Woelfel (CRD# 6160674) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Holstein, WI and has over 10 years of experience in the finance industry.
Anne Woepse (CRD# 4911988) is an Investment Advisor Representative working at Edward Jones in Sheboygan, WI and has over 13 years of experience in the finance industry.
John Woerfel (CRD# 5368118) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in De Pere, WI and has over 15 years of experience in the finance industry.
Pablo Alvarez Gil (CRD# 6709946) is an Investment Advisor Representative working at Commonwealth Financial Network in Sheboygan, WI and has 1 year of experience in the finance industry.