Paul Aftanas is a CFP-designated registered investment advisor, based in Marinette, WI, with 22 years of industry experience.
Location
1820 Hall Ave., Marinette, WI, 54143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul works as a Relationship Manager at The Stephenson National Bank and Trust and as an Independent Insurance Agent for various companies, dedicating about 10-20% of his time to the latter. He also works as a Financial Professional utilizing a DBA name and as an advisory representative of a RIA, both of which take up a significant amount of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations8 states
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