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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
Robert Kuntze (CRD# 5630296) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Marinette, WI and has over 14 years of experience in the finance industry.
Dina Loomis (CRD# 6499128) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 7 years of experience in the finance industry.
Michael Madson (CRD# 5322280) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Franken, WI and has over 16 years of experience in the finance industry.
Guy McCauley (CRD# 6267964) is an Investment Advisor Representative working at Cornerstone Financial Group in Algoma, WI and has over 10 years of experience in the finance industry.
Justin Oberg (CRD# 5030266) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 18 years of experience in the finance industry.
Shaefer Oshefsky (CRD# 4555978) is an Investment Advisor Representative working at Harbour Investments, Inc. in Luxemburg, WI and has over 21 years of experience in the finance industry.
Andrea Pfefferman (CRD# 3232606) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Franken, WI and has over 24 years of experience in the finance industry.
Brian Sabel (CRD# 6940798) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 5 years of experience in the finance industry.
Matthew Schutte (CRD# 5769711) is an Investment Advisor Representative working at Lpl Financial LLC in Peshtigo, WI and has over 14 years of experience in the finance industry. Matthew Schutte 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.
Jeremy Schwab (CRD# 2890688) is an Investment Advisor Representative working at Sugar Maple Asset Management, LLC in Sister Bay, WI and has over 25 years of experience in the finance industry. Jeremy Schwab 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.