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Distance Only Lima, 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
Douglas Sutton (CRD# 1439074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lima, OH and has over 26 years of experience in the finance industry. Douglas Sutton 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.
Cherie Turnwald (CRD# 2845565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 23 years of experience in the finance industry.
Nancy Vanloo (CRD# 5020953) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 18 years of experience in the finance industry.
Jared Walsh (CRD# 4844150) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 19 years of experience in the finance industry. Jared Walsh 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.
Brian Wentling (CRD# 2242826) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 31 years of experience in the finance industry.
Brenda Westbeld (CRD# 1918241) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 33 years of experience in the finance industry.
Mary Ann Wireman (CRD# 4678978) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 16 years of experience in the finance industry.
Peter Rafaniello (CRD# 4035623) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 22 years of experience in the finance industry.
Noah Davis (CRD# 7309648) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has 1 year of experience in the finance industry.
Jacob Elrod (CRD# 5310588) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lima, OH and has over 17 years of experience in the finance industry.