-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Laurie Ross (CRD# 2119694) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sheridan, WY and has over 33 years of experience in the finance industry.
James Shellenberger (CRD# 6875140) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has over 6 years of experience in the finance industry. James Shellenberger 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.
Gregory Sloat (CRD# 6636848) is an Investment Advisor Representative working at Edward Jones in Sheridan, WY and has over 7 years of experience in the finance industry.
Zachary Smith (CRD# 6849224) is an Investment Advisor Representative working at Edward Jones in Buffalo, WY and has over 6 years of experience in the finance industry.
Amanda Sullivan (CRD# 4473266) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has over 21 years of experience in the finance industry.
Jeffrey Tomlinson (CRD# 3172891) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sheridan, WY and has over 25 years of experience in the finance industry.
David Ulm (CRD# 5875346) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has over 12 years of experience in the finance industry.
John Wallop (CRD# 3027585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sheridan, WY and has over 25 years of experience in the finance industry.
Justin West (CRD# 3126433) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 25 years of experience in the finance industry.
Kristin Wilkerson (CRD# 6825344) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 6 years of experience in the finance industry.