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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
Joel Ratz (CRD# 4963824) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menomonie, WI and has over 14 years of experience in the finance industry.
Jeremy Untz (CRD# 6624012) is an Investment Advisor Representative working at Edward Jones in Menomonie, WI and has over 7 years of experience in the finance industry.
Bradley Waznik (CRD# 1717571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 36 years of experience in the finance industry.
Tanya Dean (CRD# 6176512) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Menomonie, WI and has over 3 years of experience in the finance industry.
Jacqueline Hunt (CRD# 3192972) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Menomonie, WI and has over 23 years of experience in the finance industry.
Tyler Schroyer (CRD# 7487708) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 2 years of experience in the finance industry.
Kari Scott (CRD# 7546658) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Menomonie, WI and has 1 year of experience in the finance industry.
Jonathan Storing (CRD# 7054204) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 4 years of experience in the finance industry.
Lucas Wachewicz (CRD# 7603746) is an Investment Advisor Representative working at Edward Jones in Menomonie, WI and has 1 year of experience in the finance industry.
Kevin McKinley (CRD# 1177018) is an Investment Advisor Representative working at Mckinley Money, LLC in Madison, WI and has over 31 years of experience in the finance industry.