-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jordan Nietzel (CRD# 6488542) is an Investment Advisor Representative working at Trek Wealth Planning in Columbia, MO and has over 8 years of experience in the finance industry. Jordan Nietzel 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 Niswonger (CRD# 5612756) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Rocheport, MO and has over 15 years of experience in the finance industry.
Christopher Ocker (CRD# 6606722) is an Investment Advisor Representative working at Edward Jones in Fayette, MO and has over 7 years of experience in the finance industry.
Deann Peter (CRD# 1771978) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MO and has over 36 years of experience in the finance industry.
John Pfenenger (CRD# 2016832) is President and CIO of Prism Capital Management, LLC in Columbia, MO, and has over 30 years of experience in the investment management industry.
Brian Pulliam (CRD# 4162999) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MO and has over 23 years of experience in the finance industry.
Joshua Putnam (CRD# 4358266) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 23 years of experience in the finance industry.
Andrew Ramos (CRD# 4500753) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 22 years of experience in the finance industry.
Richard Reardon (CRD# 2361984) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Columbia, MO and has over 30 years of experience in the finance industry. Richard Reardon 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.
Lucas Redburn (CRD# 5096360) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MO and has over 18 years of experience in the finance industry. Lucas Redburn 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.