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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
Rebecca Gonzalez (CRD# 4766617) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has over 20 years of experience in the finance industry. Rebecca Gonzalez 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.
Travis Holt (CRD# 3077173) is an Investment Advisor Representative working at Lpl Financial LLC in Spencer, WI and has over 21 years of experience in the finance industry.
Juli McNeely (CRD# 2750265) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has over 27 years of experience in the finance industry. Juli McNeely 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.
Daniel Flees (CRD# 2363443) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has over 30 years of experience in the finance industry.
Melanie Kunze (CRD# 7392543) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has 1 year of experience in the finance industry.
Robin Andrew (CRD# 4220147) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 6 years of experience in the finance industry.
David Belanger (CRD# 5555164) is an Investment Advisor Representative working at Edward Jones in Marathon, WI and has over 15 years of experience in the finance industry.
Blake Dahlby (CRD# 1021043) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 41 years of experience in the finance industry.
Thomas Dahlby (CRD# 718777) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 41 years of experience in the finance industry.
Curt Deleske (CRD# 3133638) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Marshfield, WI and has over 23 years of experience in the finance industry.