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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
Karl Casper (CRD# 1355604) is an Investment Advisor Representative working at Primerica Advisors in Green Bay, WI and has over 39 years of experience in the finance industry.
William Chambers (CRD# 735401) is an Investment Advisor Representative working at Chambers Financial Group, LLC in Green Bay, WI and has over 40 years of experience in the finance industry. William Chambers 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.
Mark Chapman (CRD# 1719808) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 22 years of experience in the finance industry.
Preston Cherry (CRD# 2926829) is an Investment Advisor Representative working at Concurrent Financial Planning, LLC in Green Bay, WI and has over 19 years of experience in the finance industry. Preston Cherry 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.
Chris Crain (CRD# 4193014) is an Investment Advisor Representative working at Wells Fargo Advisors in Sturgeon Bay, WI and has over 23 years of experience in the finance industry.
James Czubek (CRD# 4849052) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Suamico, WI and has over 19 years of experience in the finance industry.
Eleanor Dean (CRD# 808453) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 44 years of experience in the finance industry. Eleanor Dean 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.
Edward Degeneffe (CRD# 5644451) is an Investment Advisor Representative working at Esi Financial Advisors in Peshtigo, WI and has over 13 years of experience in the finance industry.
Tyler Degeneffe (CRD# 5086110) is an Investment Advisor Representative working at Esi Financial Advisors in Peshtigo, WI and has over 17 years of experience in the finance industry. Tyler Degeneffe 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.
Alan Dewitt (CRD# 6421212) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menominee, MI and has over 9 years of experience in the finance industry.