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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
Chad Nielsen (CRD# 3220184) is an Investment Advisor Representative working at Gateway Financial & Estate Planning, Inc. in Pocatello, ID and has over 25 years of experience in the finance industry.
John Nolan (CRD# 6315786) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Idaho Falls, ID and has over 9 years of experience in the finance industry.
Juan Oldham (CRD# 4877596) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 19 years of experience in the finance industry.
Michael Onkes (CRD# 5076508) is an Investment Advisor Representative working at Private Advisor Group, LLC in Idaho Falls, ID and has over 17 years of experience in the finance industry. Michael Onkes 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.
Jayme Orullian (CRD# 2818342) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Idaho Falls, ID and has over 19 years of experience in the finance industry.
Brandon Peebles (CRD# 4367260) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Idaho Falls, ID and has over 20 years of experience in the finance industry.
Carolyn Perez (CRD# 6940250) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Idaho Falls, ID and has over 5 years of experience in the finance industry.
Gerard Perkins (CRD# 5340519) is an Investment Advisor Representative working at Independent Financial Group, LLC in Chubbuck, ID and has over 16 years of experience in the finance industry.
Jonathan Petersen (CRD# 6498936) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 7 years of experience in the finance industry. Jonathan Petersen 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.
Steven Petersen (CRD# 5898180) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pocatello, ID and has over 12 years of experience in the finance industry.