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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
Matthew Heling (CRD# 6359492) is an Investment Advisor Representative working at Edward Jones in Oconto, WI and has over 9 years of experience in the finance industry.
Steven Westenberg (CRD# 2440924) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconto, WI and has over 30 years of experience in the finance industry.
Steven Abrahamson (CRD# 2274105) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sturgeon Bay, WI and has over 31 years of experience in the finance industry.
Paul Aftanas (CRD# 4671712) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 20 years of experience in the finance industry. Paul Aftanas 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.
Rebecca Agamaite (CRD# 4997609) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.
James Alberts (CRD# 2768576) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Green Bay, WI and has over 27 years of experience in the finance industry.
Kenneth Arendt (CRD# 5157938) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Luxemburg, WI and has over 17 years of experience in the finance industry.
Vincent Baron (CRD# 6617482) is an Investment Advisor Representative working at Lpl Financial LLC in Menominee, MI and has over 7 years of experience in the finance industry.
Jeremy Bartels (CRD# 6779817) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 6 years of experience in the finance industry.
Jordan Beck (CRD# 4903250) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menominee, MI and has over 19 years of experience in the finance industry.