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Distance Only Farmington, MO
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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
Lisa Reynolds (CRD# 4565701) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, MO and has over 21 years of experience in the finance industry. Lisa Reynolds 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.
Eric Schweiss (CRD# 6452401) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Farmington, MO and has over 9 years of experience in the finance industry.
Lisa Sumpter (CRD# 4310148) is an Investment Advisor Representative working at Nbc Securities, Inc. in Farmington, MO and has over 23 years of experience in the finance industry. Lisa Sumpter 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.
Curtis Walter (CRD# 6691631) is an Investment Advisor Representative working at Edward Jones in Farmington, MO and has over 7 years of experience in the finance industry.
Collin Black (CRD# 7323140) is an Investment Advisor Representative working at Black Financial Planning, LLC in Farmington, MO and has over 3 years of experience in the finance industry.
Mandy Johnson (CRD# 6184801) is an Investment Advisor Representative working at Edward Jones in Farmington, MO and has 1 year of experience in the finance industry.
Maxwell Kleppe (CRD# 6955161) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, MO and has 1 year of experience in the finance industry.
Gracie Trokey (CRD# 7556808) is an Investment Advisor Representative working at Edward Jones in Farmington, MO and has 1 year of experience in the finance industry.
Joseph Woodard (CRD# 7528880) is an Investment Advisor Representative working at Nbc Securities, Inc. in Farmington, MO and has 1 year of experience in the finance industry.