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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
David Oldenburg (CRD# 4653469) is an Investment Advisor Representative working at Sequent Planning, LLC in Fond Du Lac, WI and has over 20 years of experience in the finance industry.
John Olk (CRD# 4402925) is an Investment Advisor Representative working at North Shore Investment Advisors, LLC in Neenah, WI and has over 23 years of experience in the finance industry.
Sarah Paulson (CRD# 5795572) is an Investment Advisor Representative working at Valkyrie Financial in Appleton, WI and has over 11 years of experience in the finance industry. Sarah Paulson 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.
Geoffry Penn (CRD# 2705851) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 28 years of experience in the finance industry.
Brian Petersen (CRD# 3070010) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 26 years of experience in the finance industry.
Kimberly Petersen (CRD# 6246060) is an Investment Advisor Representative working at Schaper Benz & Wise Investment Counsel Inc. in Neenah, WI and has over 10 years of experience in the finance industry.
Larry Peterson (CRD# 3075803) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Appleton, WI and has over 25 years of experience in the finance industry.
Steven Phipps (CRD# 6441745) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 8 years of experience in the finance industry.
Jani Picard (CRD# 1686917) is an Investment Advisor Representative working at On Investment Management Co in Oshkosh, WI and has over 38 years of experience in the finance industry.
Alice Pichler (CRD# 3153067) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 16 years of experience in the finance industry.