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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
Lee Courtright (CRD# 55395) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stevens Points, WI and has over 37 years of experience in the finance industry. Lee Courtright 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.
Daniel Demers (CRD# 6162728) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI and has over 11 years of experience in the finance industry.
Christopher Dubos (CRD# 5723029) is an Investment Advisor Representative working at Principal Securities, Inc. in Stevens Point, WI and has over 14 years of experience in the finance industry.
Peter Fannin (CRD# 4539679) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Clintonville, WI and has over 21 years of experience in the finance industry.
Jesse Fenske (CRD# 6621594) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in New London, WI and has over 7 years of experience in the finance industry.
Brian Getchius (CRD# 5177158) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wautoma, WI and has over 17 years of experience in the finance industry.
Jennifer Groholski (CRD# 5608604) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winneconne, WI and has over 12 years of experience in the finance industry.
Daniel Guck (CRD# 4159863) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Stevens Point, WI and has over 23 years of experience in the finance industry.
Glen Hartsough (CRD# 2109383) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 33 years of experience in the finance industry.
Gr Hartsough (CRD# 6187031) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 10 years of experience in the finance industry.