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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
Brian Niemann (CRD# 1849649) is an Investment Advisor Representative working at Lpl Financial LLC in Rice Lake, WI and has over 35 years of experience in the finance industry.
Brandon Olson (CRD# 5127393) is an Investment Advisor Representative working at Lpl Financial LLC in Rice Lake, WI and has over 17 years of experience in the finance industry.
John Orourke (CRD# 1240446) is an Investment Advisor Representative working at Lpl Financial LLC in Hammond, WI and has over 40 years of experience in the finance industry.
Kyle Overby (CRD# 5551340) is an Investment Advisor Representative working at Avantax Advisory Services in Clear Lake, WI and has over 15 years of experience in the finance industry.
Chad Peterson (CRD# 7055264) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Rice Lake, WI and has over 5 years of experience in the finance industry. Chad Peterson 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.
Matthew Radintz (CRD# 5126033) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Glenwood City, WI and has over 17 years of experience in the finance industry.
Marsha Shafer (CRD# 2348848) is an Investment Advisor Representative working at Avantax Advisory Services in Baldwin, WI and has over 30 years of experience in the finance industry.
Jon Sheflet (CRD# 2005403) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 34 years of experience in the finance industry.
Brian Simmons (CRD# 4014556) is an Investment Advisor Representative working at Edward Jones in Bloomer, WI and has over 24 years of experience in the finance industry.
Theresa Tihanyi (CRD# 5872806) is an Investment Advisor Representative working at Edward Jones in Luck, WI and has over 13 years of experience in the finance industry.