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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
Dimitris Lorandos (CRD# 1477692) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cross Plains, WI and has over 37 years of experience in the finance industry.
Kim Luckey (CRD# 2702064) is an Investment Advisor Representative working at Eagle Strategies LLC in Richland Center, WI and has over 28 years of experience in the finance industry.
Patrick Maguire (CRD# 6226417) is an Investment Advisor Representative working at Edward Jones in Mount Horeb, WI and has over 10 years of experience in the finance industry.
Larry Marlette (CRD# 3176914) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Baraboo, WI and has over 25 years of experience in the finance industry.
Lisa McClyman (CRD# 2845735) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 27 years of experience in the finance industry.
Jonathan Mead (CRD# 5993727) is an Investment Advisor Representative working at Eagle Strategies LLC in W Baraboo, WI and has over 11 years of experience in the finance industry.
Eric Mindham (CRD# 6756083) is an Investment Advisor Representative working at Lpl Financial LLC in Richland Center, WI and has over 7 years of experience in the finance industry.
Michael Peat (CRD# 4251097) is an Investment Advisor Representative working at Harbour Investments, Inc. in Dodgeville, WI and has over 23 years of experience in the finance industry.
Michael Peterson (CRD# 3096080) is an Investment Advisor Representative working at Lpl Financial LLC in Barneveld, WI and has over 25 years of experience in the finance industry.
Daniel Rendler (CRD# 6070383) is an Investment Advisor Representative working at Commonwealth Financial Network in Prairie Du Sac, WI and has over 11 years of experience in the finance industry. Daniel Rendler 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.