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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
Charity Schiltz (CRD# 5228420) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 17 years of experience in the finance industry.
Nathan Schleicher (CRD# 4534784) is an Investment Advisor Representative working at Asc 401(k) Management in Appleton, WI and has over 21 years of experience in the finance industry.
Robert Schoelzel (CRD# 2574213) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Appleton, WI and has over 29 years of experience in the finance industry.
Chad Schroeder (CRD# 5090730) is an Investment Advisor Representative working at Cuso Financial Services in Neenah, WI and has over 18 years of experience in the finance industry.
Derick Schuhart (CRD# 3058709) is an Investment Advisor Representative working at Wealth Abundance Wealth Management, LLC in Menasha, WI and has over 26 years of experience in the finance industry.
Anthony Seashore (CRD# 6065828) is an Investment Advisor Representative working at Schaper Benz & Wise Investment Counsel Inc. in Neenah, WI and has over 11 years of experience in the finance industry.
Michael Shepard (CRD# 1835773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 36 years of experience in the finance industry. Michael Shepard 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.
Samuel Sigler (CRD# 2499773) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 29 years of experience in the finance industry. Samuel Sigler 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.
Amy Sitter (CRD# 2233146) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 32 years of experience in the finance industry.
Craig Smith (CRD# 806938) is an Investment Advisor Representative working at Mml Investors Services, LLC in Neenah, WI and has over 39 years of experience in the finance industry.