-
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
Randal Gross (CRD# 5284424) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oshkosh, WI and has over 17 years of experience in the finance industry.
Julie Groves (CRD# 4641447) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 20 years of experience in the finance industry.
Julie Gurkowski-Koehn (CRD# 5101915) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 12 years of experience in the finance industry.
Carol Hafemann (CRD# 4658206) is an Investment Advisor Representative working at Primerica Advisors in Oshkosh, WI and has over 20 years of experience in the finance industry.
Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Portage, WI and has over 16 years of experience in the finance industry.
William Harrington (CRD# 1494955) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Appleton, WI and has over 4 years of experience in the finance industry. William Harrington 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.
Robert Harris (CRD# 1337008) is an Investment Advisor Representative working at Harris Financial Services, Inc. in Oshkosh, WI and has over 38 years of experience in the finance industry.
Joel Heeringa (CRD# 5732890) is an Investment Advisor Representative working at Edward Jones in Waupun, WI and has over 14 years of experience in the finance industry.
Kathleen Heim (CRD# 5522892) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaver Dam, WI and has over 13 years of experience in the finance industry.
Kristie Hennes (CRD# 2957352) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 16 years of experience in the finance industry.