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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
Douglas Ummel (CRD# 3052458) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bloomington, IN and has over 19 years of experience in the finance industry. Douglas Ummel 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.
Joseph Aldridge (CRD# 1738733) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bloomington, IN and has over 27 years of experience in the finance industry.
Bruce Block (CRD# 804477) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Bloomington, IN and has over 35 years of experience in the finance industry.
John Cunningham (CRD# 1592004) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Bloomington, IN and has over 31 years of experience in the finance industry.
Ian Essling (CRD# 4547574) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bloomington, IN and has over 15 years of experience in the finance industry. Ian Essling 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.
Jon Holden (CRD# 248356) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bloomington, IN and has over 25 years of experience in the finance industry.
John Laughlin (CRD# 4674607) is an Investment Advisor Representative working at Laughlin Financial LLC in Bloomington, IN and has over 10 years of experience in the finance industry. John Laughlin 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.
Dean Newell (CRD# 5798923) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Bloomington, IN and has over 7 years of experience in the finance industry. Dean Newell 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.
Thomas Rillo (CRD# 1319955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bloomington, IN and has over 33 years of experience in the finance industry. Thomas Rillo 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.
Jeremy Zeichner (CRD# 4340724) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bloomington, IN and has over 17 years of experience in the finance industry. Jeremy Zeichner 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.