-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Ziebarth (CRD# 2819382) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Oshkosh, WI and has over 27 years of experience in the finance industry.
Sophia Artus (CRD# 7285081) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has 1 year of experience in the finance industry.
Kenji Callahan (CRD# 7599357) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Kenji Callahan 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.
Kurt Caramanidis (CRD# 4318374) is an Investment Advisor Representative working at Carl M. Hennig, Inc. in Oshkosh, WI and has over 23 years of experience in the finance industry.
Steven Hageman (CRD# 6926952) is an Investment Advisor Representative working at Primerica Advisors in Oshkosh, WI and has over 5 years of experience in the finance industry.
Dawn Makurat (CRD# 6539331) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has 1 year of experience in the finance industry.
Matthew Nigl (CRD# 7643622) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Oshkosh, WI and has 1 year of experience in the finance industry.
Nicole Riley (CRD# 6157022) is an Investment Advisor Representative working at Edward Jones in Oshkosh, WI and has over 4 years of experience in the finance industry.
Michael Scharff (CRD# 5209192) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oshkosh, WI and has over 17 years of experience in the finance industry.
David Schedler (CRD# 1201198) is an Investment Advisor Representative working at Cowling Bay Wealth Management, LLC in Oshkosh, WI and has over 21 years of experience in the finance industry.