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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
Jeremy Rufener (CRD# 4497713) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, IN and has over 13 years of experience in the finance industry.
Agnes Schoch (CRD# 5236231) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Decatur, IN and has over 17 years of experience in the finance industry.
Nathan Shelton (CRD# 6626929) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bluffton, IN and has over 6 years of experience in the finance industry. Nathan Shelton 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.
Robert Sisson (CRD# 2761103) is an Investment Advisor Representative working at Edward Jones in Hartford City, IN and has over 27 years of experience in the finance industry.
Larry Smith (CRD# 4233161) is an Investment Advisor Representative working at Edward Jones in Ossian, IN and has over 23 years of experience in the finance industry.
Phillip Sollman (CRD# 6629481) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Decatur, IN and has over 7 years of experience in the finance industry.
Dustin Stahley (CRD# 4951896) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bluffton, IN and has over 18 years of experience in the finance industry.
Joseph Streveler (CRD# 4213760) is an Investment Advisor Representative working at Lincoln Investment in Bluffton, IN and has over 23 years of experience in the finance industry.
Evan Sutton (CRD# 6668523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Van Wert, OH and has over 6 years of experience in the finance industry.
Robert Taylor (CRD# 2615789) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hartford City, IN and has over 28 years of experience in the finance industry.