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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
David Mader (CRD# 4822162) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Neenah, WI and has over 19 years of experience in the finance industry.
Jason Mahn (CRD# 7050649) is an Investment Advisor Representative working at Northrock Partners, LLC in Appleton, WI and has over 5 years of experience in the finance industry.
Bart Malcomson (CRD# 2448379) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 30 years of experience in the finance industry.
Tracy Malsavage (CRD# 2877651) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 27 years of experience in the finance industry.
Judy Manske (CRD# 4868371) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 19 years of experience in the finance industry.
Brent Mares (CRD# 5484985) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 16 years of experience in the finance industry. Brent Mares 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.
Cary Mares (CRD# 4637029) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Appleton, WI and has over 18 years of experience in the finance industry. Cary Mares 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.
Cody Mares (CRD# 1366616) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 39 years of experience in the finance industry. Cody Mares 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.
Traci Martens (CRD# 2292212) is an Investment Advisor Representative working at Harbour Investments, Inc. in Hortonville, WI and has over 26 years of experience in the finance industry.
Joseph Martin (CRD# 5953030) is an Investment Advisor Representative working at Goalbridge Wealth Management, LLC in Appleton, WI and has over 12 years of experience in the finance industry. Joseph Martin 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.