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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
Mark Strassburger (CRD# 848379) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fish Creek, WI and has over 35 years of experience in the finance industry.
Douglas Waelchli (CRD# 4534353) is an Investment Advisor Representative working at Harbour Investments, Inc. in Peshtigo, WI and has over 21 years of experience in the finance industry.
Alison Walker (CRD# 4464323) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sturgeon Bay, WI and has over 22 years of experience in the finance industry.
Steven Westenberg (CRD# 2440924) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconto, WI and has over 30 years of experience in the finance industry.
Ian Wetzel (CRD# 6938321) is an Investment Advisor Representative working at Edward Jones in Menominee, MI and has over 5 years of experience in the finance industry.
Amy Zellner (CRD# 6282372) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 9 years of experience in the finance industry.
Spencer Feivor (CRD# 7135716) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 4 years of experience in the finance industry.
Bennett Fletcher (CRD# 6836807) is an Investment Advisor Representative working at Edward Jones in Sturgeon Bay, WI and has over 6 years of experience in the finance industry. Bennett Fletcher 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.
Gail Jones (CRD# 5912729) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 3 years of experience in the finance industry.
Kathleen Lemay (CRD# 7844139) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Menominee, MI and has 1 year of experience in the finance industry.