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Distance Metro area (25 miles)
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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
Michael Newton (CRD# 2185103) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Franklin, KY and has over 32 years of experience in the finance industry.
Vicki Norman (CRD# 4560300) is an Investment Advisor Representative working at Edward Jones in White House, TN and has over 21 years of experience in the finance industry.
Jarrod Null (CRD# 5405420) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 16 years of experience in the finance industry. Jarrod Null 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.
Scott Paschal (CRD# 2460378) is an Investment Advisor Representative working at Financial Partners Group, LLC in Gallatin, TN and has over 30 years of experience in the finance industry.
Bryan Peebles (CRD# 5801658) is an Investment Advisor Representative working at Global Retirement Partners LLC in Bowling Green, KY and has over 8 years of experience in the finance industry.
Shawn Perry (CRD# 4141325) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 23 years of experience in the finance industry. Shawn Perry 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.
Mark Pinkleton (CRD# 2360718) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, TN and has over 30 years of experience in the finance industry.
Charles Porter (CRD# 4152693) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gallatin, TN and has over 23 years of experience in the finance industry.
Gwen Reynolds (CRD# 4024044) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 24 years of experience in the finance industry.
Nathan Richey (CRD# 5222063) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 15 years of experience in the finance industry. Nathan Richey 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.