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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
Brandon Martinek (CRD# 5823076) is an Investment Advisor Representative working at Lpl Financial LLC in Kaukauna, WI and has over 13 years of experience in the finance industry.
Daniel Mataic (CRD# 2208293) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Appleton, WI and has over 27 years of experience in the finance industry.
Ted Matuszak (CRD# 2654192) is an Investment Advisor Representative working at Lpl Financial LLC in Pulaski, WI and has over 28 years of experience in the finance industry.
Robert Matzke (CRD# 1037642) is an Investment Advisor Representative working at Financial Services Of Northeast Wisconsin, Inc. in Hortonville, WI and has over 40 years of experience in the finance industry. Robert Matzke 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.
Benjamin Mayer (CRD# 6492358) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Neenah, WI and has over 9 years of experience in the finance industry.
James McGlone (CRD# 2563916) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 28 years of experience in the finance industry. James McGlone 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.
Prateek Mehrotra (CRD# 4618007) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 21 years of experience in the finance industry.
Blake Mellin (CRD# 6904824) is an Investment Advisor Representative working at Edward Jones in Clintonville, WI and has over 6 years of experience in the finance industry.
Craig Meyer (CRD# 5082681) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Appleton, WI and has over 18 years of experience in the finance industry.
Paul Meyer (CRD# 4973688) is an Investment Advisor Representative working at Osaic Fa, Inc. in Appleton, WI and has over 18 years of experience in the finance industry.