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Distance Only Middleton, 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
Shannon Wegner (CRD# 2716132) is an Investment Advisor Representative working at Wegner Asset Management, LLC in Middleton, WI and has over 28 years of experience in the finance industry. Shannon Wegner 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.
Scott Whitcomb (CRD# 2233407) is an Investment Advisor Representative working at Wells Fargo Advisors in Middleton, WI and has over 31 years of experience in the finance industry.
Chad Wing (CRD# 4190709) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 22 years of experience in the finance industry. Chad Wing 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.
Daniel Zawidowski (CRD# 4634273) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has over 20 years of experience in the finance industry.
Kyra Adrian (CRD# 7735607) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has 1 year of experience in the finance industry.
Bryan Brunken (CRD# 7375676) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 2 years of experience in the finance industry.
Zachary Burch (CRD# 7127222) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 4 years of experience in the finance industry.
Lucy Cuff (CRD# 7794946) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has 1 year of experience in the finance industry.
Brian Dayton (CRD# 7312422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, WI and has over 3 years of experience in the finance industry.
Stephen Duhn (CRD# 7333437) is an Investment Advisor Representative working at Morgan Stanley in Middleton, WI and has 1 year of experience in the finance industry.