Financial Services

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Legacy Financial
Business Name
Contact Name
Anthony Pfaff
Address
17215 Studebaker Rd. Suite 395
Town/City
Cerritos
State
California
ZIP Code
90703
Phone
(562) 420-9060
Equitable Advisors
Business Name
Contact Name
Shane Thomas
Address
10500 NE 8th St. Suite 1600
Town/City
Bellevue
State
Washington
ZIP Code
98004
Phone
(425) 677-4149
AJH Wealth Management
Business Name
Contact Name
Allan Haupert, CFP®, CPA
Address
13890 Bishop’s Drive, Suite 220
Town/City
Brookfield
State
Wisconsin
ZIP Code
53005
Phone
(414) 763-3867
Edward Jones
Business Name
Contact Name
Nate Klauser, CFP®, ChFC®, CKA®
Address
2197 Silver Lake Road NW
Town/City
New Brighton
State
Minnesota
ZIP Code
55112
Phone
(651) 631-0900
Ameriprise Financial Services, LLC
Contact Name
John H. Wolpers, CFP®, MSFS, APMASM, CRPC®, CFS®
Address
339 Broadway, Ste 246
Town/City
Cape Girardeau
State
Missouri
ZIP Code
63701
Phone
(573) 335-4500
The Neihart Financial Group
Contact Name
David Neihart, CFP®, CPA
Address
4200 W. 115th St. Suite 200
Town/City
Leawood
State
Kansas
ZIP Code
66211
Phone
(913) 905-1149
Edward Jones Investments
Contact Name
Andrea J. Yoder
Address
1195 Main St.
Town/City
Sweet Home
State
Oregon
ZIP Code
97386
Phone
Office: (541) 367-5156 / Business Mobile: (541) 223-2864
Edward Jones
Business Name
Contact Name
Katie Christianson, CEPA®, AAMS®
Address
132 West Holum St.
Town/City
De Forest
State
Wisconsin
ZIP Code
53532
Phone
(608) 846-5117
Edward Jones
Business Name
Contact Name
Alec E. Rosario, AAMS®, CRPC™
Address
286 W. Johnson Rd. Suite H
Town/City
La Porte
State
Indiana
ZIP Code
46350
Phone
(219) 258-1833
Edward Jones
Business Name
Contact Name
Gregory A. Feltner
Address
950 Trade Centre Way, Suite 145
Town/City
Portage
State
Michigan
ZIP Code
49002
Phone
(269) 349-0505