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Distance Only Chesterton, IN
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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
John Lauer (CRD# 6542206) is an Investment Advisor Representative working at Lauer Wealth Management in Chesterton, IN and has over 7 years of experience in the finance industry.
Wendy Loehr (CRD# 6749041) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 7 years of experience in the finance industry. Wendy Loehr 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.
Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 18 years of experience in the finance industry.
Gerald Mang (CRD# 2228023) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 19 years of experience in the finance industry. Gerald Mang 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.
Megan Marshall (CRD# 6339958) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 7 years of experience in the finance industry.
John Masterson (CRD# 4339363) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 23 years of experience in the finance industry.
Lindsay McGary (CRD# 5400560) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chesterton, IN and has over 16 years of experience in the finance industry. Lindsay McGary 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.
Thomas Muldowney (CRD# 2125331) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 33 years of experience in the finance industry.
Devon Mulligan (CRD# 6229095) is an Investment Advisor Representative working at Edward Jones in Chesterton, IN and has over 10 years of experience in the finance industry.
Pauline Petruch (CRD# 6354629) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Chesterton, IN and has over 9 years of experience in the finance industry.