-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Steven Simons (CRD# 6532156) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montello, WI and has over 8 years of experience in the finance industry.
Troy Simonson (CRD# 6704184) is an Investment Advisor Representative working at Gradient Advisors, LLC in Portage, WI and has over 7 years of experience in the finance industry.
Debra Smith (CRD# 5218669) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Beaver Dam, WI and has over 17 years of experience in the finance industry.
Kevin Smith (CRD# 2955927) is an Investment Advisor Representative working at Edward Jones in Beaver Dam, WI and has over 26 years of experience in the finance industry. Kevin Smith 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.
Shelly Squier (CRD# 4643806) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oshkosh, WI and has over 21 years of experience in the finance industry.
Michael Starshak (CRD# 2460495) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oshkosh, WI and has over 30 years of experience in the finance industry.
Grant Stettler (CRD# 6361483) is an Investment Advisor Representative working at Edward Jones in Oshkosh, WI and has over 9 years of experience in the finance industry.
David Stone (CRD# 7014788) is an Investment Advisor Representative working at Edward Jones in Berlin, WI and has over 5 years of experience in the finance industry.
Brice Terbeest (CRD# 6222441) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ripon, WI and has over 9 years of experience in the finance industry. Brice Terbeest 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.
Terry Timper (CRD# 1486214) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Beaver Dam, WI and has over 38 years of experience in the finance industry.