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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
Evan Kubiak (CRD# 7318291) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
David Lardinois (CRD# 7124922) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Appleton, WI and has over 4 years of experience in the finance industry.
Jackson Lautenschlager (CRD# 7779213) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, WI and has 1 year of experience in the finance industry.
Justin Levanetz (CRD# 2888263) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 26 years of experience in the finance industry.
Joseph Maestas (CRD# 7742238) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has 1 year of experience in the finance industry.
Kenneth McGlone (CRD# 7414175) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 3 years of experience in the finance industry.
Alexandria Miller (CRD# 7351388) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has 1 year of experience in the finance industry.
Reid Molitor (CRD# 7449552) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
Holly Mrstik (CRD# 7484503) is an Investment Advisor Representative working at Edward Jones in Appleton, WI and has over 2 years of experience in the finance industry.
Connor Mueller (CRD# 7796310) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has 1 year of experience in the finance industry.