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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
Carli Navin (CRD# 6617924) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 2 years of experience in the finance industry.
Mark Nelessen (CRD# 7483952) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 2 years of experience in the finance industry.
Dalton Parson (CRD# 7080487) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shawano, WI and has over 4 years of experience in the finance industry.
Samuel Pawlak (CRD# 5941313) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Appleton, WI and has over 3 years of experience in the finance industry.
Nathaniel Penn (CRD# 7434968) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 2 years of experience in the finance industry.
Luke Pingel (CRD# 7315487) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
Isaac Quella (CRD# 6678976) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has 1 year of experience in the finance industry.
Michael Rottier (CRD# 7684214) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
Logan Schenkenberger (CRD# 7879532) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Neenah, WI and has 1 year of experience in the finance industry.
Cole Seigworth (CRD# 7831618) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has 1 year of experience in the finance industry.