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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
Tyler Rickert (CRD# 7578255) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
David Scott (CRD# 7167433) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Jessica Stephenson (CRD# 6547482) is an Investment Advisor Representative working at Edward Jones in Auburn, IN and has 1 year of experience in the finance industry.
Jonathan Woehnker (CRD# 7575330) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Allyson Woollweever (CRD# 7503412) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Gabriel Wyatt (CRD# 7381883) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Michael Albertson (CRD# 5440171) is an Investment Advisor Representative working at Secure Asset Management, LLC in Fort Wayne, IN and has over 16 years of experience in the finance industry.
Thomas Albright (CRD# 1200534) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Wayne, IN and has over 40 years of experience in the finance industry.
Jamie Andersen (CRD# 4815526) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fort Wayne, IN and has over 19 years of experience in the finance industry.
Robert Anweiler (CRD# 2233643) is an Investment Advisor Representative working at Anweiler Financial Management, LLC in New Haven, IN and has over 31 years of experience in the finance industry. Robert Anweiler 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.