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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
Nathan Braun (CRD# 7034105) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Reedsburg, WI and has over 5 years of experience in the finance industry.
Charles Brumer (CRD# 5878592) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 12 years of experience in the finance industry.
Joel Groskreutz (CRD# 6717895) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Reedsburg, WI and has over 7 years of experience in the finance industry.
Jacob Krueger (CRD# 5493816) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Reedsburg, WI and has over 16 years of experience in the finance industry. Jacob Krueger 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 Kvernen (CRD# 6106109) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 11 years of experience in the finance industry.
Shane Rockweiler (CRD# 6588337) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Reedsburg, WI and has over 8 years of experience in the finance industry.
Katie Schmidt (CRD# 5405041) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 8 years of experience in the finance industry.
Laura Schmidt (CRD# 6951036) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 5 years of experience in the finance industry.
Sarah Oberman (CRD# 7073414) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Reedsburg, WI and has 1 year of experience in the finance industry.
Nicholas Alsteen (CRD# 5078644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 18 years of experience in the finance industry. Nicholas Alsteen 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.