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Distance Only Coldwater, OH
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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
Antonio Gonzalez (CRD# 2850136) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coldwater, OH and has over 26 years of experience in the finance industry.
James Harting (CRD# 3146833) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 24 years of experience in the finance industry.
Randall Kaup (CRD# 5173095) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 17 years of experience in the finance industry.
Robert Knapke (CRD# 4148078) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coldwater, OH and has over 23 years of experience in the finance industry.
Renee Knoth (CRD# 6732627) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 6 years of experience in the finance industry.
Daniel Koesters (CRD# 6557493) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 7 years of experience in the finance industry.
Mary Koesters (CRD# 4761177) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 17 years of experience in the finance industry.
Jonathan Yoder (CRD# 5157579) is an Investment Advisor Representative working at Edward Jones in Coldwater, OH and has over 17 years of experience in the finance industry.
John Gonzalez (CRD# 7642290) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coldwater, OH and has 1 year of experience in the finance industry.
Lori Homan (CRD# 7781725) is an Investment Advisor Representative working at Edward Jones in Coldwater, OH and has 1 year of experience in the finance industry.