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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
James Ziebarth (CRD# 2819382) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Oshkosh, WI and has over 27 years of experience in the finance industry.
Shane Zillmer (CRD# 6783624) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 6 years of experience in the finance industry.
Jared Abbrederis (CRD# 6914846) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montello, WI and has over 6 years of experience in the finance industry.
Sophia Artus (CRD# 7285081) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has 1 year of experience in the finance industry.
Blake Bartlett (CRD# 7147448) is an Investment Advisor Representative working at Schaper Benz & Wise Investment Counsel Inc. in Neenah, WI and has over 4 years of experience in the finance industry.
Nicholas Bauer (CRD# 7851441) is an Investment Advisor Representative working at Edward Jones in Oshkosh, WI and has 1 year of experience in the finance industry.
Tyler Bauer (CRD# 7227323) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Appleton, WI and has 1 year of experience in the finance industry. Tyler Bauer 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.
Erich Beyersdorf (CRD# 7340890) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fond Du Lac, WI and has over 2 years of experience in the finance industry.
James Boland (CRD# 7740544) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has 1 year of experience in the finance industry.
Bennett Broeske (CRD# 7674852) is an Investment Advisor Representative working at Lpl Financial LLC in Fond Du Lac, WI and has 1 year of experience in the finance industry.