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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
Leslie Mercord (CRD# 4026523) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 24 years of experience in the finance industry.
Sue Meskimen (CRD# 5994827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 10 years of experience in the finance industry.
Tary Middlesworth (CRD# 4766017) is an Investment Advisor Representative working at Entrusted Wealth in Kalispell, MT and has over 20 years of experience in the finance industry. Tary Middlesworth 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.
Lyle Mitchell (CRD# 3046317) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbia Falls, MT and has over 25 years of experience in the finance industry.
Joseph Mushel (CRD# 1334874) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 37 years of experience in the finance industry.
Dawneen Oehlerich (CRD# 1568906) is an Investment Advisor Representative working at Kilterhowling LLC in Whitefish, MT and has over 37 years of experience in the finance industry. Dawneen Oehlerich 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.
Daniel Offutt (CRD# 2071461) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Whitefish, MT and has over 23 years of experience in the finance industry.
William Parson (CRD# 3108574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kalispell, MT and has over 25 years of experience in the finance industry.
Joel Pemberton (CRD# 5863363) is an Investment Advisor Representative working at Edward Jones in Whitefish, MT and has over 13 years of experience in the finance industry.
Donald Rich (CRD# 708826) is an Investment Advisor Representative working at Lpl Financial LLC in Kalispell, MT and has over 43 years of experience in the finance industry. Donald Rich 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.