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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
Robert Weagley (CRD# 4629112) is an Investment Advisor Representative working at Sundvold Financial in Columbia , MO and has over 24 years of experience in the finance industry. Robert Weagley 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.
Garry Weiss (CRD# 4593467) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 21 years of experience in the finance industry.
Sarah Wells (CRD# 3018359) is an Investment Advisor Representative working at Fee-only Financial Services LLC in Columbia, MO and has over 26 years of experience in the finance industry. Sarah Wells 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.
Adam Wheeler (CRD# 5099018) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Columbia, MO and has over 16 years of experience in the finance industry. Adam Wheeler 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.
Carroll Wilkerson (CRD# 1395035) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 38 years of experience in the finance industry. Carroll Wilkerson 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.
Eric Willmeth (CRD# 4420583) is an Investment Advisor Representative working at Edward Jones in Columbia, MO and has over 22 years of experience in the finance industry.
Lawrence Cooper (CRD# 2809728) is an Investment Advisor Representative working at Lpl Financial LLC in Tipton, MO and has over 27 years of experience in the finance industry.
Simon Abegg (CRD# 7210899) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 2 years of experience in the finance industry.
Dustin Bachtel (CRD# 7432314) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Glasgow, MO and has 1 year of experience in the finance industry.
Neil Bales (CRD# 5757447) is an Investment Advisor Representative working at Nbc Securities, Inc. in Columbia, MO and has over 12 years of experience in the finance industry.