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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
Thomas Julian (CRD# 1974855) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kimberly, WI and has over 34 years of experience in the finance industry.
Lindsay Kaminski (CRD# 5522080) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 9 years of experience in the finance industry. Lindsay Kaminski 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.
Kay Kapets (CRD# 4287350) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 20 years of experience in the finance industry.
Jacqueline Karpinsky (CRD# 5632255) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 10 years of experience in the finance industry.
Shana Keil (CRD# 4201567) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 23 years of experience in the finance industry.
John Keller (CRD# 2341193) is an Investment Advisor Representative working at Johnson Wealth Inc. in Appleton, WI and has over 30 years of experience in the finance industry.
G Preston Kendall (CRD# 6297987) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has over 10 years of experience in the finance industry.
Bon Keomany (CRD# 4955373) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 18 years of experience in the finance industry.
Claus Kerntke (CRD# 1547070) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 29 years of experience in the finance industry. Claus Kerntke 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 putclients' interests first and comply with the Financial Planning...
Patrick Kerrigan (CRD# 2731473) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 28 years of experience in the finance industry.