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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
Matt Vanden Heuvel (CRD# 2280280) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Appleton, WI and has over 31 years of experience in the finance industry.
Mark Vanderlinden (CRD# 4539811) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Appleton, WI and has over 21 years of experience in the finance industry. Mark Vanderlinden 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.
Jesse Wagner (CRD# 5464546) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 15 years of experience in the finance industry.
Kerrie Jo Wagner (CRD# 1376113) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 38 years of experience in the finance industry.
Timothy Wallerius (CRD# 6904914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 6 years of experience in the finance industry.
Marie Walsh (CRD# 2533574) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has over 21 years of experience in the finance industry.
John Weninger (CRD# 5869009) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 13 years of experience in the finance industry. John Weninger 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.
Kip Wenninger (CRD# 2394606) is an Investment Advisor Representative working at Edward Jones in Appleton, WI and has over 30 years of experience in the finance industry.
David Werner (CRD# 2386229) is an Investment Advisor Representative working at Wells Fargo Advisors in Appleton, WI and has over 29 years of experience in the finance industry. David Werner 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.
Bruce Westphal (CRD# 1276749) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Neenah, WI and has over 39 years of experience in the finance industry.