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Distance Only Mequon, WI
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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
Jonathan Marshall (CRD# 4736441) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 20 years of experience in the finance industry.
Matthew Martinek (CRD# 4816915) is an Investment Advisor Representative working at Reinhart Partners, LLC in Mequon, WI and has over 13 years of experience in the finance industry.
Lori Mayer (CRD# 3073065) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 23 years of experience in the finance industry.
Martin McDevitt (CRD# 326664) is an Investment Advisor Representative working at Mcdevitt & Bird Investment Management Co in Mequon, WI and has 1 year of experience in the finance industry.
Michael McDonald (CRD# 5998644) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 12 years of experience in the finance industry.
Scott Measner (CRD# 2730240) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 28 years of experience in the finance industry.
John Miller (CRD# 6720679) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 7 years of experience in the finance industry.
Michael Miller (CRD# 705441) is an Investment Advisor Representative working at Advisory Services Network in Mequon, WI and has over 44 years of experience in the finance industry.
Paul Minick (CRD# 2813314) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 27 years of experience in the finance industry. Paul Minick 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.
William Morse (CRD# 1563685) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 37 years of experience in the finance industry. William Morse 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.