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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
Susan Goffiney-Walton (CRD# 6262974) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 10 years of experience in the finance industry.
Jerry Gold (CRD# 5066376) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Watertown, WI and has over 17 years of experience in the finance industry.
William Gomilla (CRD# 1839646) is an Investment Advisor Representative working at Lpl Financial LLC in West Bend, WI and has over 30 years of experience in the finance industry. William Gomilla 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.
Jason Gomolla (CRD# 4598496) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brookfield, WI and has over 19 years of experience in the finance industry.
Craig Gonn (CRD# 2210754) is an Investment Advisor Representative working at Vision Financial Services LLC in Grafton, WI and has over 32 years of experience in the finance industry.
Erik Gotrik (CRD# 6326113) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Madison, WI and has over 10 years of experience in the finance industry.
Christopher Grant (CRD# 1428008) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Mequon, WI and has over 31 years of experience in the finance industry.
William Gray (CRD# 4746389) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 20 years of experience in the finance industry. William Gray 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.
Melody Gressick (CRD# 4437114) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watertown, WI and has over 21 years of experience in the finance industry.
John Grey (CRD# 3027403) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Beaver Dam, WI and has over 23 years of experience in the finance industry.