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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
David Gluckle (CRD# 6217439) is an Investment Advisor Representative working at Stirlingshire Investments in Bowling Green, OH and has 1 year of experience in the finance industry.
Madeson Lamlein (CRD# 7515078) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Bowling Green, OH and has 1 year of experience in the finance industry.
Jack Potkanowicz (CRD# 7358010) is an Investment Advisor Representative working at Edward Jones in Bowling Green, OH and has over 2 years of experience in the finance industry.
Steven Speck (CRD# 7546778) is an Investment Advisor Representative working at Speck & Company, LLC in Bowling Green, OH and has 1 year of experience in the finance industry.
Phillip Bollin (CRD# 4537321) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Perrysburg, OH and has over 13 years of experience in the finance industry. Phillip Bollin 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 putclients' interests first and comply with the Financial Planning Practice...
Paul Abendroth (CRD# 2146399) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 32 years of experience in the finance industry.
Daniel Acheson (CRD# 7039238) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 5 years of experience in the finance industry. Daniel Acheson 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.
Sandra Adam (CRD# 4704559) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 20 years of experience in the finance industry.
Anthony Adamshick (CRD# 1971551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 34 years of experience in the finance industry.
Sammy Adkins (CRD# 1485014) is an Investment Advisor Representative working at Primerica Advisors in Sylvania, OH and has over 37 years of experience in the finance industry.