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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
Patrick Fosdick (CRD# 5604969) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 12 years of experience in the finance industry. Patrick Fosdick 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.
Gary Fossum (CRD# 1468062) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 38 years of experience in the finance industry.
William Fox (CRD# 6662058) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 8 years of experience in the finance industry.
Anthony Francois (CRD# 6508092) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 5 years of experience in the finance industry.
Jacqueline Frazee (CRD# 5026797) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, WI and has over 15 years of experience in the finance industry.
Thomas Freitag (CRD# 2255886) is an Investment Advisor Representative working at Apex Fiduciary Advisors LLC in Middleton, WI and has over 31 years of experience in the finance industry.
Kyle French (CRD# 6349920) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 9 years of experience in the finance industry. Kyle French 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.
Kaitlyn Friant (CRD# 6642148) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Middleton, WI and has over 5 years of experience in the finance industry.
John Friar (CRD# 5461534) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 16 years of experience in the finance industry. John Friar 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.
Frank Gambino (CRD# 2463345) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 30 years of experience in the finance industry.