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Distance Only Monona, 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
Ryan Boyd (CRD# 6070053) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 10 years of experience in the finance industry.
William Czaplewski (CRD# 2386057) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 30 years of experience in the finance industry.
Chase Drake (CRD# 6554107) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 8 years of experience in the finance industry.
Robert Ferris (CRD# 5770139) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Monona, WI and has over 13 years of experience in the finance industry.
Steven Halverson (CRD# 1915634) is an Investment Advisor Representative working at Edward Jones in Monona, WI and has over 35 years of experience in the finance industry.
Dale Meyer (CRD# 1237623) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Monona, WI and has over 40 years of experience in the finance industry.
Erik Mikkelson (CRD# 4341401) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Monona, WI and has over 22 years of experience in the finance industry. Erik Mikkelson 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.
Jennifer Wolfe (CRD# 3130423) is an Investment Advisor Representative working at Lpl Financial LLC in Monona, WI and has over 25 years of experience in the finance industry.
Mark Halverson (CRD# 7101104) is an Investment Advisor Representative working at Edward Jones in Monona, WI and has over 4 years of experience in the finance industry.
Angela Kolthoff (CRD# 7204059) is an Investment Advisor Representative working at Edward Jones in Monona, WI and has over 4 years of experience in the finance industry.