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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
Glen Colwell (CRD# 3171133) is an Investment Advisor Representative working at Anew Advisors, LLC in Whitefish Bay, WI and has over 24 years of experience in the finance industry.
Scott Conger (CRD# 5923489) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 5 years of experience in the finance industry.
Julie Coombs (CRD# 4198245) is an Investment Advisor Representative working at Arbor Point Advisors in Brookfield, WI and has over 19 years of experience in the finance industry. Julie Coombs 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.
Maria Cornejo (CRD# 5469460) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brookfield, WI and has over 5 years of experience in the finance industry.
Nathan Corroy (CRD# 5443185) is an Investment Advisor Representative working at Richardson Capital Management, LLC in Menomonee Falls, WI and has 1 year of experience in the finance industry. Nathan Corroy 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.
Ronald Counsell (CRD# 5658405) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 15 years of experience in the finance industry.
Robert Cox (CRD# 6045945) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 12 years of experience in the finance industry.
Roger Crank (CRD# 2828397) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brookfield, WI and has over 27 years of experience in the finance industry.
Mark Crawford (CRD# 1103829) is an Investment Advisor Representative working at Crawford Asset Management, LLC in Glendale, WI and has over 41 years of experience in the finance industry.
Joseph Curatola (CRD# 3136222) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 22 years of experience in the finance industry.