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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
Raymond Cal (CRD# 4917837) is an Investment Advisor Representative working at Principal Securities, Inc. in Stevens Point, WI and has over 19 years of experience in the finance industry.
Mathew Colemer (CRD# 6104795) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wisconsin Rapids, WI and has over 11 years of experience in the finance industry.
Jamie Connor (CRD# 5283030) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wausau, WI and has over 16 years of experience in the finance industry.
Ryan Connor (CRD# 6973325) is an Investment Advisor Representative working at Buska Wealth Management, LLC in Wausau, WI and has over 5 years of experience in the finance industry.
Todd Cour (CRD# 4423552) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 22 years of experience in the finance industry.
Lee Courtright (CRD# 55395) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stevens Points, WI and has over 37 years of experience in the finance industry. Lee Courtright 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.
Blake Dahlby (CRD# 1021043) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 41 years of experience in the finance industry.
Thomas Dahlby (CRD# 718777) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 41 years of experience in the finance industry.
Timothy Damato (CRD# 3178601) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Wausau, WI and has over 25 years of experience in the finance industry.
Paul Debuhr (CRD# 5058990) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 18 years of experience in the finance industry.