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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
Steven Gilbert (CRD# 6320340) is an Investment Advisor Representative working at Gilbert Wealth in Fort Wayne, IN and has over 9 years of experience in the finance industry. Steven Gilbert 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.
Grant Goeglein (CRD# 5236833) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Wayne, IN and has over 16 years of experience in the finance industry.
Douglas Graft (CRD# 2670499) is an Investment Advisor Representative working at Midwest Capital Financial Advisors, LLC in Decatur, IN and has over 28 years of experience in the finance industry.
Mark Grieger (CRD# 1203529) is an Investment Advisor Representative working at Spc in Fort Wayne, IN and has over 39 years of experience in the finance industry.
Timothy Griffith (CRD# 1233782) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 40 years of experience in the finance industry.
David Groholski (CRD# 5481330) is an Investment Advisor Representative working at Edward Jones in Fort Wayne, IN and has over 16 years of experience in the finance industry.
Korey Grow (CRD# 6487833) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Wayne, IN and has over 8 years of experience in the finance industry.
Gregory Habig (CRD# 2376935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Wayne, IN and has over 30 years of experience in the finance industry.
Jeffrey Haley (CRD# 3053769) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne, IN and has over 25 years of experience in the finance industry.
Erika Halliwill (CRD# 5634413) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Wayne, IN and has over 14 years of experience in the finance industry.