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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
David Flynn (CRD# 2707577) is an Investment Advisor Representative working at Osaic Wealth, Inc. in East Troy, WI and has over 28 years of experience in the finance industry.
Thomas Flynn (CRD# 6188374) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Woodstock, IL and has over 11 years of experience in the finance industry.
Susan Foley (CRD# 4889032) is an Investment Advisor Representative working at Lpl Financial LLC in Whitewater, WI and has over 19 years of experience in the finance industry.
Thomas Follis (CRD# 2936095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, WI and has over 26 years of experience in the finance industry.
Robert Foltz (CRD# 4743026) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has over 20 years of experience in the finance industry. Robert Foltz 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.
Matt Foster (CRD# 4965024) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake In The Hills, IL and has over 19 years of experience in the finance industry.
Sean Fowler (CRD# 5812600) is an Investment Advisor Representative working at Lpl Financial LLC in Gurnee, IL and has over 11 years of experience in the finance industry.
Michael Frank (CRD# 1882883) is an Investment Advisor Representative working at Lpl Financial LLC in Delavan, WI and has over 34 years of experience in the finance industry. Michael Frank 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.
Jeremy Frantz (CRD# 6568403) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Creek, WI and has over 8 years of experience in the finance industry.
Janet Franz (CRD# 2877044) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kenosha, WI and has over 27 years of experience in the finance industry.