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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
Janet Hudson (CRD# 6043584) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 12 years of experience in the finance industry.
Leia Huffman (CRD# 6163305) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 10 years of experience in the finance industry. Leia Huffman 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.
Stephanie Hurt (CRD# 5402774) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Ashley Israel (CRD# 6106742) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry. Ashley Israel 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.
Tyler James (CRD# 4740654) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Springfield, MO and has over 20 years of experience in the finance industry.
Troy Kennedy (CRD# 5744613) is an Investment Advisor Representative working at Iti Financial Management in Springfield, MO and has over 14 years of experience in the finance industry.
Sandra King (CRD# 3231863) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, MO and has over 24 years of experience in the finance industry.
Thomas Kissee (CRD# 5546454) is an Investment Advisor Representative working at Edward Jones in Springfield, MO and has over 15 years of experience in the finance industry.
Beth Knight (CRD# 4204049) is an Investment Advisor Representative working at Wells Fargo Advisors in Springfield, MO and has over 7 years of experience in the finance industry.
David Koppenheffer (CRD# 6691264) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 7 years of experience in the finance industry. David Koppenheffer 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.