-
Distance Only Idaho Falls, ID
-
COMPENSATION Either
-
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
Mark Klein (CRD# 6326875) is an Investment Advisor Representative working at Key Investment Services LLC in Idaho Falls, ID and has over 9 years of experience in the finance industry.
Trenton Laporte (CRD# 6488682) is an Investment Advisor Representative working at Townsquare Capital, LLC in Idaho Falls, ID and has over 8 years of experience in the finance industry.
Gary Lenon (CRD# 1975693) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 34 years of experience in the finance industry.
Daniel McPherson (CRD# 4964802) is an Investment Advisor Representative working at Cg Advisory Services in Idaho Falls, ID and has over 18 years of experience in the finance industry. Daniel McPherson 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.
Mitchell Meng (CRD# 5229975) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 17 years of experience in the finance industry.
Mark Minarik (CRD# 6316145) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Idaho Falls, ID and has over 10 years of experience in the finance industry.
Shauna Misseldine (CRD# 4941938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Idaho Falls, ID and has over 18 years of experience in the finance industry.
Christian Moon (CRD# 6300584) is an Investment Advisor Representative working at Snake River Investment Counsel LLC in Idaho Falls, ID and has over 10 years of experience in the finance industry. Christian Moon 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.
Douglas Murphy (CRD# 1507263) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Idaho Falls, ID and has over 37 years of experience in the finance industry.
Dirk Murray (CRD# 3030130) is an Investment Advisor Representative working at Sentinel Wealth Strategies in Idaho Falls, ID and has over 23 years of experience in the finance industry.