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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
Andrejs Sics (CRD# 7582530) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New London, WI and has 1 year of experience in the finance industry.
Jackson Smith (CRD# 7286437) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 2 years of experience in the finance industry.
Troy Sommerfeld (CRD# 7168165) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 4 years of experience in the finance industry.
Ian Sorenson (CRD# 7854582) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Menasha, WI and has 1 year of experience in the finance industry.
Daniel Sullivan (CRD# 7327313) is an Investment Advisor Representative working at Schaper Benz & Wise Investment Counsel Inc. in Neenah, WI and has over 3 years of experience in the finance industry.
Wendy Tesch (CRD# 4747107) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 20 years of experience in the finance industry.
Sean Twohig (CRD# 7451479) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 2 years of experience in the finance industry.
Peter Van Beek (CRD# 7123916) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 4 years of experience in the finance industry. Peter Van Beek 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.
Leslie Verkuilen (CRD# 6192119) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Neenah, WI and has over 10 years of experience in the finance industry.
Elizabeth Wallace (CRD# 6585497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 2 years of experience in the finance industry.