-
Distance Only Port Washington, WI
-
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
James Asplin (CRD# 2639123) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry.
Paul Baldino (CRD# 2024264) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, WI and has over 11 years of experience in the finance industry.
Brian Barber (CRD# 5397025) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, WI and has over 16 years of experience in the finance industry.
Justin Behm (CRD# 4672460) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, WI and has over 12 years of experience in the finance industry.
Mark Breuer (CRD# 1319886) is an Investment Advisor Representative working at Arete Financial Planning, LLC in Port Washington, WI and has over 39 years of experience in the finance industry. Mark Breuer 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.
Nimrod Gauss-Samet (CRD# 4729638) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Port Washington, WI and has over 20 years of experience in the finance industry.
Brad Katzer (CRD# 6627091) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, WI and has over 7 years of experience in the finance industry.
Christopher McCaman (CRD# 1619888) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry. Christopher McCaman 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.
Kyle McMann (CRD# 6310246) is an Investment Advisor Representative working at Edward Jones in Port Washington, WI and has over 9 years of experience in the finance industry.
John Plumley (CRD# 5771687) is an Investment Advisor Representative working at Equitable Advisors, LLC in Port Washington, WI and has over 13 years of experience in the finance industry.