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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
Vernon Sumnicht (CRD# 1315421) is an Investment Advisor Representative working at Sumnicht & Associates, LLC in Appleton, WI and has over 39 years of experience in the finance industry. Vernon Sumnicht 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.
Patrick Suprise (CRD# 1093911) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 40 years of experience in the finance industry.
Craig Surprise (CRD# 4321571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 23 years of experience in the finance industry.
Thomas Suttner (CRD# 2104792) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 33 years of experience in the finance industry. Thomas Suttner 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.
Donald Swain (CRD# 5619107) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Little Chute, WI and has over 10 years of experience in the finance industry.
As Partner and Chief Investment Officer, Donald designs, evaluates, and directs all aspects of the firm’s investment programs, while incorporating risk management, diversification, and return optimization. He monitors the debt and equity markets, focusing on valuations, trends, and macroeconomic indicators. He also oversees the research, evaluation, and selection of investment vehicles and makes...
Mark Truettner (CRD# 5851829) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 13 years of experience in the finance industry.
Suzanne Udoni (CRD# 1679410) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 21 years of experience in the finance industry.
Benjamin Van Handel (CRD# 6551091) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 8 years of experience in the finance industry.
Jane Vande Voort (CRD# 3161853) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 19 years of experience in the finance industry.
Peter Vanden Bush (CRD# 4440850) is an Investment Advisor Representative working at Edward Jones in Waupaca, WI and has over 22 years of experience in the finance industry.