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Distance Only Oconomowoc, 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
Shawn Robinson (CRD# 5559213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oconomowoc, WI and has over 12 years of experience in the finance industry.
Timothy Schlosser (CRD# 5677147) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 14 years of experience in the finance industry.
Michael Schrank (CRD# 1742608) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconomowoc, WI and has over 36 years of experience in the finance industry.
Micah Schroeder (CRD# 6551840) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 7 years of experience in the finance industry.
Todd Sivak (CRD# 2201246) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 32 years of experience in the finance industry.
Micah Snyder (CRD# 5848476) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconomowoc, WI and has over 12 years of experience in the finance industry.
Julie Starchevich (CRD# 4285580) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 9 years of experience in the finance industry.
Jeffrey Taylor (CRD# 2951754) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 26 years of experience in the finance industry. Jeffrey Taylor 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.
Annemieke Van Der Werf (CRD# 6533796) is an Investment Advisor Representative working at Edward Jones in Oconomowoc, WI and has over 8 years of experience in the finance industry.
Jeremy Wenzlow (CRD# 6093576) is an Investment Advisor Representative working at Lpl Financial LLC in Oconomowoc, WI and has over 11 years of experience in the finance industry. Jeremy Wenzlow 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.