-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Theodore Everson (CRD# 5541120) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Onalaska, WI and has over 15 years of experience in the finance industry. Theodore Everson 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.
Michael Flanagan (CRD# 2364273) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Onalaska, WI and has over 30 years of experience in the finance industry.
Frederick Genz (CRD# 5729629) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in La Crosse, WI and has over 14 years of experience in the finance industry. Frederick Genz 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.
Timothy Gillespie (CRD# 2322171) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 31 years of experience in the finance industry.
Samuel Greene (CRD# 6090543) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 10 years of experience in the finance industry. Samuel Greene 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.
Thomas Greylak (CRD# 6160576) is an Investment Advisor Representative working at Schamberger, Greylak & Utterback Wealth Management, LLC in La Crosse, WI and has over 9 years of experience in the finance industry.
Eric Guth (CRD# 1897895) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Crosse, WI and has over 35 years of experience in the finance industry.
John Hansen (CRD# 6979613) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 5 years of experience in the finance industry.
Craig Hanson (CRD# 2824789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 25 years of experience in the finance industry.
Brian Harris (CRD# 2173734) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Crosse, WI and has over 31 years of experience in the finance industry.