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Distance Only Racine, WI
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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
Roberta Lewis (CRD# 4172977) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Racine, WI and has over 24 years of experience in the finance industry.
Christopher Lowe (CRD# 5666350) is an Investment Advisor Representative working at Lpl Financial LLC in Racine, WI and has over 14 years of experience in the finance industry.
Daniel Morrisey (CRD# 2877001) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 26 years of experience in the finance industry. Daniel Morrisey 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.
Hollie Nelson (CRD# 2244175) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 29 years of experience in the finance industry.
Joseph Obrien (CRD# 6990225) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 5 years of experience in the finance industry.
Melissa Palmer-Ball (CRD# 2254102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Racine, WI and has over 30 years of experience in the finance industry.
Tara Pankow (CRD# 6191859) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 9 years of experience in the finance industry.
Justin Peterman (CRD# 6137201) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Racine, WI and has over 11 years of experience in the finance industry.
Christina Peterson (CRD# 4007078) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 23 years of experience in the finance industry.