Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Wisconsin

Certified Financial Planners in Eau Claire, WI

Find a professional & check records

Here is a complete directory of nearly every experienced Certified Financial Planners nearby.

Be sure to review other cities near here to get the names of more service providers.

The Trustoria Service Professional Directory gives you all the professional records needed to locate the most qualified professional for any need.

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
Full Profile

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
Full Profile

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
Full Profile

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 • Musician • 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

Altoona  (1)

Certified Financial Planners in Wisconsin

Sub-specializations