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Certified Financial Planners in Wisconsin

Certified Financial Planners in Eau Claire, WI

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13 results found

Murr Donna Eau Claire, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Planner • Finance and Accounting Specialist • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant • Owner • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
Senior Wealth Advisor at LarsonAllen
Title:
Senior Wealth Advisor at LarsonAllen Financial, LLC, Certified Financial Planner
Location:
Eau Claire, Wisconsin Area
Industry:
Financial Services
Work history:
LarsonAllen Senior Wealth Advisorsince Jan 1998Donna J. Murr, LLC Owner/PresidentJan 1991 - Jan 1998
Skills:
Retirement planning, estate planning, investment advisory, college and financial aid planning,...
Full Profile

Donna Murr Eau Claire, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Planner • Finance and Accounting Specialist • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant • Owner • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
Senior Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC
Title:
Senior Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC, CFP, CDFA
Location:
Eau Claire, Wisconsin Area
Industry:
Financial Services
Work history:
CliftonLarsonAllen Wealth Advisors, LLC Senior Wealth Advisorsince Jan 1998Donna J. Murr, LLC Owner/PresidentJan 1991 - Jan 1998
Full Profile

Matt Olson Eau Claire, WI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Title:
Financial Consultant, CFP®, FIC at Thrivent Financial for Lutherans
Location:
Eau Claire, Wisconsin Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Eau Claire, Wisconsin AreaFinancial Consultantsince Aug 2004
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Jeffrey Hart Eau Claire, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Colonel • Judge • Government Administration Professional • Financial Manager • Community Service Manager

Experience & Education

Position:
Colonel - Military Judge at U.S. Army Reserve, JD, CPA, CFP(R) at hartplanning.us
Title:
JD, CPA, CFP Colonel, Military Judge
Location:
Eau Claire, Wisconsin
Industry:
Government Administration
Work history:
U.S. Army Reserve Colonel - Military Judgesince May 2011Hartplanning.us JD, CPA, CFP(R)since Jan 1901
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Sherm Carstensen Eau Claire, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
I at i
Title:
I
Location:
Eau Claire, Wisconsin Area
Industry:
Financial Services
Work history:
I Isince Mar 2005!iFlow, Ltd. IAug 2004 - Mar 2005
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Mary Krueger Eau Claire, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Certified Estate Planner, Insurance Services at LifePoint, LLC
Title:
Certified Estate Planner
Location:
Eau Claire, Wisconsin Area
Industry:
Financial Services
Work history:
LifePoint, LLC Certified Estate Planner, Insurance Servicessince Nov 1986UCare Minnesota Broker2008 - 2011
Full Profile

Glen Roeder Eau Claire, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Network Designer • Information Technology Specialist • Network Technician • Computer Network Professional • Computer Network Engineer • Network Systems Administrator • Network Administrator • IT Specialist • Supporting Member • Team Member • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Systems Administrator • Computer Systems Administrator • Technical Specialist • Technical Support Specialists • Biotechnology Professional • Biologist • Biological Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • HR Manager • Project Managers • Financial Manager • Sports Trainers

Experience & Education

Position:
Associate Network Engineer at Wisconsin Independent Network
Title:
Associate Network Engineer at WIN
Location:
Eau Claire, Wisconsin Area
Industry:
Information Technology and Services
Work history:
Wisconsin Independent Network - Eau Claire, Wisconsin AreaAssociate Network Engineersince Jun 2012Wisconsin Independent Network - Eau Claire, WisconsinNetwork TechnicianFeb 2011 - Jun 2012
Certifications:
CCNA, Cisco
CompTIA Network+, CompTIA
Also completed exams toward CFP designation
Full Profile

Geoffrey Wolterstorff Eau Claire, WI

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Representative at Country Insurance & Financial Services, Financial Representative at ...
Title:
Financial Representative at Country Insurance & Financial Services
Location:
Eau Claire, Wisconsin Area
Industry:
Insurance
Work history:
Country Insurance & Financial Services Financial RepresentativeCountry Insurance & Financial Services Financial Representativesince Nov 2007
Enrolled in CFP program
Full Profile

Kevin Koehn Eau Claire, WI

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Owner • Treasurer • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Trumpet Player • Music Artist • Musicians • Master of Business Administration • Bachelor of Science • Recruitment

Experience & Education

Position:
President at American Business, President at American Business & Financial
Title:
President at American Business
Location:
Eau Claire, Wisconsin Area
Industry:
Management Consulting
Work history:
American Business Presidentsince May 1989American Business & Financial Presidentsince 1978
Skills:
Strategic Planning, Performance Management, Business Systems & Process Development, Open Book...
CFP
Full Profile

Michael Pope Eau Claire, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • District Manager • Region Manager • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Chippewa Falls, Wisconsin
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 475 Chippewa Mall Drive, Suite 355 Chippewa Falls, WIFinancial Advisorsince Aug 1981Ameriprise Financial Services, Inc. - Rochester, Minnesota AreaDistrict ManagerJan 1989 - Apr 1993
Certifications:
California Insurance License, California Department of Insurance
CFP
Full Profile

Ron Farley Eau Claire, WI

Professions & Specialties

Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Marketing Manager • Operations Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director-Branch Manager at Robert W. Baird, Branch Manager at Robert W. Baird
Title:
Robert W Baird Managing Director Branch Manager
Location:
Eau Claire, Wisconsin Area
Industry:
Financial Services
Work history:
Robert W. Baird Managing Director-Branch Managersince Dec 1987Robert W. Baird Branch Managersince Dec 1987
Certifications:
Certified Financial Planner CFP, Cetified Financial Planner Board of Standards
Certified Divorce Financial Analyst, Institute for Divorce Financial Analysts
Full Profile

Kajal Bisani Eau Claire, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Development Manager • Manager • Operations Manager • Computer Software Professional • Software Developers • Financial Manager • Master of Business Administration • Managers

Experience & Education

Position:
Sr. Business Development Manager at Inyxa
Location:
Eau Claire, Wisconsin Area
Industry:
Computer Software
Work history:
Inyxa Sr. Business Development Managersince Jun 2013Menards Assitant Manager 1Jul 2009 - Mar 2010
Languages:
English, Hindi, Tamil
Full Profile

Bob Kotulek Eau Claire, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Planner at Independent
Location:
Eau Claire, Wisconsin Area
Industry:
Financial Services
Certified Financial Planner
Full Profile

Certified Financial Planners near Eau Claire, WI01Altoona


Certified Financial Planners around Eau Claire, WI

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Certified Financial Planners in Wisconsin

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