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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
Eric Pelnar (CRD# 3243920) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 24 years of experience in the finance industry. Eric Pelnar 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 Perkins (CRD# 2904184) is an Investment Advisor Representative working at Vestura, LLC in Hobart, WI and has over 27 years of experience in the finance industry.
Jill Perock (CRD# 3225952) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 24 years of experience in the finance industry.
Phillip Petersen (CRD# 2657087) is an Investment Advisor Representative working at Harbour Investments, Inc. in Green Bay, WI and has over 28 years of experience in the finance industry.
Andrea Pfefferman (CRD# 3232606) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Franken, WI and has over 24 years of experience in the finance industry.
Todd Piontek (CRD# 5421180) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 16 years of experience in the finance industry. Todd Piontek 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.
Mark Piper (CRD# 1947089) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 34 years of experience in the finance industry. Mark Piper 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.
Stephen Pipp (CRD# 4600365) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.
Brent Polzin (CRD# 4761660) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 20 years of experience in the finance industry.
Anthony Powers (CRD# 4828523) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 19 years of experience in the finance industry. Anthony Powers 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.