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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 Pentek (CRD# 4046368) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 24 years of experience in the finance industry.
Keith Peters (CRD# 2123214) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 26 years of experience in the finance industry. Keith Peters 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.
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.
Melanie Peterson (CRD# 6629640) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 8 years of experience in the finance industry.
Trevor Pfrang (CRD# 2846614) is an Investment Advisor Representative working at On Investment Management Co in Appleton, WI and has over 27 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.
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.
David Purcell (CRD# 3003446) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has over 26 years of experience in the finance industry.
Shawn Quella (CRD# 6300033) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 10 years of experience in the finance industry.
Trevor Rabbach (CRD# 6833881) is an Investment Advisor Representative working at Schaper Benz & Wise Investment Counsel Inc. in Neenah, WI and has over 6 years of experience in the finance industry.