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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
Michelle Caudle (CRD# 1363568) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lac Du Flambeau, WI and has over 39 years of experience in the finance industry.
Pierce Dopp (CRD# 2350012) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinelander, WI and has over 30 years of experience in the finance industry.
William Evanson (CRD# 2729523) is an Investment Advisor Representative working at Lpl Financial LLC in Presque Isle, WI and has over 28 years of experience in the finance industry.
George Follstad (CRD# 210741) is an Investment Advisor Representative working at Principal Securities, Inc. in Minocqua, WI and has over 37 years of experience in the finance industry.
Matthew Gast (CRD# 5966616) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rhinelander, WI and has over 12 years of experience in the finance industry.
Valorie Gast (CRD# 1366385) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rhinelander, WI and has over 38 years of experience in the finance industry.
David Heck (CRD# 2288888) is an Investment Advisor Representative working at Heck Capital Advisors, LLC in Rhinelander, WI and has over 31 years of experience in the finance industry.
Kenneth Heck (CRD# 2116134) is an Investment Advisor Representative working at Heck Capital Advisors, LLC in Rhinelander, WI and has over 33 years of experience in the finance industry.
Anthony Hellenbrand (CRD# 5865739) is an Investment Advisor Representative working at Safeguard Wealth Management in Minocqua, WI and has over 13 years of experience in the finance industry. Anthony Hellenbrand 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.
Kasha Herrmann Flanders (CRD# 5097469) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Rhinelander, WI and has over 17 years of experience in the finance industry.