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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
Patrick Marcell (CRD# 4438834) is an Investment Advisor Representative working at Elite Retirement Group in Plover, WI and has over 22 years of experience in the finance industry.
Kelly Marshall (CRD# 2755394) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, WI and has over 26 years of experience in the finance industry.
Nichole Matowitz (CRD# 5106574) is an Investment Advisor Representative working at Edward Jones in Plover, WI and has over 16 years of experience in the finance industry. Nichole Matowitz 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.
Shanon Moon (CRD# 2972931) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plover, WI and has over 26 years of experience in the finance industry.
Michael Nerdahl (CRD# 4747928) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.
Melanie Peterson (CRD# 6629640) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 7 years of experience in the finance industry.
Timothy Roman (CRD# 2191056) is an Investment Advisor Representative working at Equitable Advisors, LLC in Stevens Point, WI and has over 32 years of experience in the finance industry.
Travis Rucinski (CRD# 6651448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stevens Point, WI and has over 7 years of experience in the finance industry.
Elizabeth Schneider (CRD# 2619156) is an Investment Advisor Representative working at Mariner Independent in Stevens Point, WI and has over 28 years of experience in the finance industry. Elizabeth Schneider 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.
Terence Schott (CRD# 6599479) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI and has over 8 years of experience in the finance industry.