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Distance Only Liberty, 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
Darin Bahm (CRD# 2850903) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Liberty, MO and has over 27 years of experience in the finance industry.
Kari Jo Bear (CRD# 4925118) is an Investment Advisor Representative working at Continuum Advisory, LLC in Liberty, MO and has over 18 years of experience in the finance industry. Kari Jo Bear 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.
Karen Burris (CRD# 6097620) is an Investment Advisor Representative working at White Sand Wealth Management in Liberty, MO and has over 10 years of experience in the finance industry.
Gary Eldridge (CRD# 3076479) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Liberty, MO and has over 6 years of experience in the finance industry.
David Evans (CRD# 6126305) is an Investment Advisor Representative working at Optima Capital LLC in Liberty, MO and has over 11 years of experience in the finance industry.
Christopher Goodwin (CRD# 4288887) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Liberty, MO and has over 23 years of experience in the finance industry.
Dustin Green (CRD# 6389756) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Liberty, MO and has over 9 years of experience in the finance industry.
Aaron Hill (CRD# 6159073) is an Investment Advisor Representative working at Lpl Financial LLC in Liberty, MO and has over 11 years of experience in the finance industry. Aaron Hill 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.
Ethan Holloway (CRD# 7029742) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Liberty, MO and has over 5 years of experience in the finance industry.
Joel Huet (CRD# 6096770) is an Investment Advisor Representative working at White Sand Wealth Management in Liberty, MO and has 1 year of experience in the finance industry. Joel Huet 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.