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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
Adam Spence (CRD# 4569706) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 22 years of experience in the finance industry. Adam Spence 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.
Daniel Steichen (CRD# 2266816) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 29 years of experience in the finance industry.
Douglas Targgart (CRD# 5324667) is an Investment Advisor Representative working at Edward Jones in Fremont, IN and has over 16 years of experience in the finance industry.
Don Toffolo (CRD# 4270554) is an Investment Advisor Representative working at Edward Jones in Jonesville, MI and has over 21 years of experience in the finance industry.
David Tracey (CRD# 5222875) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 14 years of experience in the finance industry. David Tracey 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 Vandevelde (CRD# 4186630) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn, IN and has over 23 years of experience in the finance industry. Mark Vandevelde 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.
John Waldvogel (CRD# 2766882) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 25 years of experience in the finance industry.
Gregory Weber (CRD# 6239049) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kendallville, IN and has over 10 years of experience in the finance industry.
Steven Weigel (CRD# 4140385) is an Investment Advisor Representative working at Edward Jones in Lagrange, IN and has over 24 years of experience in the finance industry.