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Distance Only Bowling Green, KY
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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
Melissa Steele (CRD# 1978272) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 29 years of experience in the finance industry.
Kevin Taylor (CRD# 5724858) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bowling Green, KY and has over 14 years of experience in the finance industry.
Monica Taylor (CRD# 4603070) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 21 years of experience in the finance industry. Monica Taylor 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.
Tina Taylor (CRD# 2971129) is an Investment Advisor Representative working at Lpl Financial LLC in Bowling Green, KY and has over 26 years of experience in the finance industry.
William Thompson (CRD# 4001919) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bowling Green, KY and has over 24 years of experience in the finance industry.
Casey Tinius (CRD# 6147140) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bowling Green, KY and has over 8 years of experience in the finance industry. Casey Tinius 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.
Robert Tittle (CRD# 6534620) is an Investment Advisor Representative working at Cerity Partners LLC in Bowling Green, KY and has over 8 years of experience in the finance industry. Robert Tittle 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.
Shannon Vitale (CRD# 1657378) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 33 years of experience in the finance industry.
Douglas Vowell (CRD# 6319243) is an Investment Advisor Representative working at First Advisors National, LLC in Bowling Green, KY and has over 10 years of experience in the finance industry.
Phillip Walker (CRD# 1903416) is an Investment Advisor Representative working at Tony Walker Financial in Bowling Green, KY and has over 34 years of experience in the finance industry.