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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
Ronald Bodey (CRD# 1760080) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 24 years of experience in the finance industry.
Nicholas Boeckman (CRD# 5870882) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Lima, OH and has 1 year of experience in the finance industry. Nicholas Boeckman 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.
Brett Bogan (CRD# 2576940) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 25 years of experience in the finance industry.
Ross Brown (CRD# 4993459) is an Investment Advisor Representative working at Edward Jones in New Bremen, OH and has over 18 years of experience in the finance industry.
Zachary Bruening (CRD# 6683041) is an Investment Advisor Representative working at Edward Jones in Greenville, OH and has over 7 years of experience in the finance industry.
Jacob Bruns (CRD# 6904737) is an Investment Advisor Representative working at Edward Jones in Minster, OH and has over 6 years of experience in the finance industry.
Christopher Bunch (CRD# 6280251) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
Nicholas Burns (CRD# 6478995) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 6 years of experience in the finance industry.
Ronald Burns (CRD# 2908288) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Urbana, OH and has over 5 years of experience in the finance industry.
Nathan Cedarleaf (CRD# 4341451) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Troy, OH and has over 23 years of experience in the finance industry. Nathan Cedarleaf 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.