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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
Kevin Gerard (CRD# 1849689) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mequon, WI and has over 35 years of experience in the finance industry.
John Gering (CRD# 2707669) is an Investment Advisor Representative working at Hohensee Financial Services, Inc. in Oconomowoc, WI and has over 28 years of experience in the finance industry.
Roger Gervais (CRD# 5678178) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 14 years of experience in the finance industry.
Philip Geygan (CRD# 2918567) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedarburg, WI and has over 26 years of experience in the finance industry.
Charlotte Ghazarian (CRD# 2003807) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glendale, WI and has over 34 years of experience in the finance industry.
Blaine Gibson (CRD# 2420502) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 30 years of experience in the finance industry. Blaine Gibson 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.
David Giddings (CRD# 2261192) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hartland, WI and has over 31 years of experience in the finance industry.
Matthew Gill (CRD# 4201302) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Delafield, WI and has over 23 years of experience in the finance industry.
Daniel Glaser (CRD# 2750930) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 28 years of experience in the finance industry. Daniel Glaser 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.
Matthew Goelzer (CRD# 5483525) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Shorewood, WI and has over 16 years of experience in the finance industry.