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Distance Only Spooner, 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
Jonah Beckermann (CRD# 6598089) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spooner, WI and has over 7 years of experience in the finance industry.
David Ford (CRD# 2246830) is an Investment Advisor Representative working at Lpl Financial LLC in Spooner, WI and has over 31 years of experience in the finance industry. David Ford 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.
Lynn Ford (CRD# 4819837) is an Investment Advisor Representative working at Lpl Financial LLC in Spooner, WI and has over 18 years of experience in the finance industry.
Karsten Melgaard (CRD# 5251092) is an Investment Advisor Representative working at Lpl Financial LLC in Spooner, WI and has over 17 years of experience in the finance industry.
Timothy Reedy (CRD# 4361876) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spooner, WI and has over 23 years of experience in the finance industry.
Scott Roppe (CRD# 6786053) is an Investment Advisor Representative working at Edward Jones in Spooner, WI and has over 6 years of experience in the finance industry.
Victoria Shaffer (CRD# 2473841) is an Investment Advisor Representative working at Edward Jones in Spooner, WI and has over 30 years of experience in the finance industry.