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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
Gene Gorrell (CRD# 6868084) is an Investment Advisor Representative working at Edward Jones in Waukesha, WI and has over 6 years of experience in the finance industry.
James Gregg (CRD# 5947801) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 11 years of experience in the finance industry.
Donald Gross (CRD# 1027103) is an Investment Advisor Representative working at Harbour Investments, Inc. in Waukesha, WI and has over 28 years of experience in the finance industry.
Matthew Haffemann (CRD# 6585894) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Waukesha, WI and has over 8 years of experience in the finance industry.
Mark Haglin (CRD# 2771633) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waukesha, WI and has over 27 years of experience in the finance industry.
James Hamer (CRD# 2351129) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 30 years of experience in the finance industry.
Rebecca Hammer (CRD# 5877489) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Waukesha, WI and has over 13 years of experience in the finance industry. Rebecca Hammer 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.
James Harkness (CRD# 4375804) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has 1 year of experience in the finance industry.
Hyatt Harper (CRD# 5336360) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Waukesha, WI and has over 16 years of experience in the finance industry. Hyatt Harper 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.
James Hayett (CRD# 1015599) is an Investment Advisor Representative working at Morgan-aly Wealth Management, LLC in Waukesha, WI and has over 41 years of experience in the finance industry.