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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
Douglas De Vries (CRD# 2441434) is an Investment Advisor Representative working at Edward Jones in Two Rivers, WI and has over 30 years of experience in the finance industry.
David Reis (CRD# 6741102) is an Investment Advisor Representative working at Gvr Investment Management, Inc. in Two Rivers, WI and has over 7 years of experience in the finance industry.
George Reis (CRD# 4342689) is an Investment Advisor Representative working at Gvr Investment Management, Inc. in Two Rivers, WI and has 1 year of experience in the finance industry.
Anthony Simpson (CRD# 7321327) is an Investment Advisor Representative working at Edward Jones in Two Rivers, WI and has over 2 years of experience in the finance industry.
Mark Albers (CRD# 6226751) is an Investment Advisor Representative working at Verus Wealth Management in De Pere, WI and has over 10 years of experience in the finance industry. Mark Albers 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.
Jessica Alcorn (CRD# 4555608) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 18 years of experience in the finance industry.
Staci Allen (CRD# 4542987) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 17 years of experience in the finance industry.
Grant Argall (CRD# 4633754) is an Investment Advisor Representative working at Global Retirement Partners LLC in Green Bay, WI and has over 16 years of experience in the finance industry.
Carolyn Baeten (CRD# 2262789) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in De Pere, WI and has over 31 years of experience in the finance industry.
Richard Balch (CRD# 5250902) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 17 years of experience in the finance industry. Richard Balch 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.