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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
Jonathan Leonard (CRD# 6047128) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waupun, WI and has over 12 years of experience in the finance industry.
Justin Levanetz (CRD# 2888263) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 26 years of experience in the finance industry.
Dawn Makurat (CRD# 6539331) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has 1 year of experience in the finance industry.
Christopher Marshall (CRD# 5065518) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 7 years of experience in the finance industry.
Matthew Moses (CRD# 7096740) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 5 years of experience in the finance industry.
Christal Mulder (CRD# 7225849) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 4 years of experience in the finance industry.
Kylar Narance (CRD# 7544275) is an Investment Advisor Representative working at Edward Jones in Waupun, WI and has 1 year of experience in the finance industry.
Matthew Nigl (CRD# 7643622) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Oshkosh, WI and has 1 year of experience in the finance industry.
Nathaniel Penn (CRD# 7434968) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 2 years of experience in the finance industry.
Peter Quehl (CRD# 2223832) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 32 years of experience in the finance industry.