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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
Daniel Carlson (CRD# 6024811) is an Investment Advisor Representative working at Farther in Kiel, WI and has over 12 years of experience in the finance industry.
Benjamin Carr (CRD# 5559177) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 15 years of experience in the finance industry.
Christopher Chlupp (CRD# 2950578) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 25 years of experience in the finance industry.
Kim Clark (CRD# 5317132) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedarburg, WI and has over 15 years of experience in the finance industry.
Scott Conger (CRD# 5923489) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 5 years of experience in the finance industry.
Megan Coronado (CRD# 6376043) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 9 years of experience in the finance industry.
Cory Davis (CRD# 2083298) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 31 years of experience in the finance industry.
Nicholas Deering (CRD# 5183144) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sheboygan, WI and has over 15 years of experience in the finance industry. Nicholas Deering 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.
Rosemarie Demmer (CRD# 3104572) is an Investment Advisor Representative working at Edward Jones in West Bend, WI and has over 25 years of experience in the finance industry.