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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
Kay Anderson (CRD# 2315435) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Iola, WI and has over 15 years of experience in the finance industry.
Jonathan Aumann (CRD# 4841784) is an Investment Advisor Representative working at Edward Jones in Shawano, WI and has over 19 years of experience in the finance industry.
Chad Backes (CRD# 4045291) is an Investment Advisor Representative working at Lpl Financial LLC in New London, WI and has over 24 years of experience in the finance industry.
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
Lund Cooley (CRD# 1877706) is an Investment Advisor Representative working at Edward Jones in New London, WI and has over 35 years of experience in the finance industry.
Benjamin Durfee (CRD# 2992833) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 26 years of experience in the finance industry. Benjamin Durfee 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.
Peter Fannin (CRD# 4539679) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Clintonville, WI and has over 21 years of experience in the finance industry.
Jesse Fenske (CRD# 6621594) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in New London, WI and has over 7 years of experience in the finance industry.
Michael Heideman (CRD# 2224399) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, WI and has over 31 years of experience in the finance industry.
Gary Janssen (CRD# 1719806) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 36 years of experience in the finance industry.