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Distance Only Middleton, WI
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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
Dustin Brutton (CRD# 5411846) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 15 years of experience in the finance industry. Dustin Brutton 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 Byrd (CRD# 819244) is an Investment Advisor Representative working at Midwest Asset Management, Inc. in Middleton, WI and has over 44 years of experience in the finance industry.
Kimberly Carlson (CRD# 6313581) is an Investment Advisor Representative working at Edward Jones in Middleton, WI and has over 5 years of experience in the finance industry.
Ronald Castrogiovanni (CRD# 1188451) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Middleton, WI and has over 40 years of experience in the finance industry. Ronald Castrogiovanni 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.
Shirlene Chart (CRD# 5246812) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 9 years of experience in the finance industry.
Travis Cliff (CRD# 4458105) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 22 years of experience in the finance industry. Travis Cliff 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.
Trevor Conti (CRD# 6151944) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 11 years of experience in the finance industry.
Bradley Cotharn (CRD# 3212482) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 24 years of experience in the finance industry.
Angela Dicastri (CRD# 4013992) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 6 years of experience in the finance industry.
Megan Dorn (CRD# 5725107) is an Investment Advisor Representative working at Harbour Investments, Inc. in Middleton, WI and has over 12 years of experience in the finance industry. Megan Dorn 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.