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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
Ross Hougland (CRD# 5891976) is an Investment Advisor Representative working at Edward Jones in Bristol, IN and has over 7 years of experience in the finance industry.
Frederick Lamble (CRD# 4188712) is an Investment Advisor Representative working at Lamble Consulting LLC in Bristol, IN and has over 17 years of experience in the finance industry. Frederick Lamble 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.
Beverly Ainsley (CRD# 4308049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in South Bend, IN and has over 17 years of experience in the finance industry.
Aaron Wieand (CRD# 6405872) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN.
Aaron brings over 10 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).
John Abernethy (CRD# 804540) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Mishawaka, IN and has over 31 years of experience in the finance industry.
Jon Badur (CRD# 2726535) is an Investment Advisor Representative working at Edward Jones in Edwardsburg, MI and has over 21 years of experience in the finance industry. Jon Badur 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.
Melissa Barlow (CRD# 1678121) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Three Rivers, MI and has over 30 years of experience in the finance industry. Melissa Barlow 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.
John Beall (CRD# 1622620) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Eau Claire, MI and has over 31 years of experience in the finance industry.
Michael Bernard (CRD# 4676663) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 14 years of experience in the finance industry. Michael Bernard 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.
Dennis Blyly (CRD# 1521332) is an Investment Advisor Representative working at Timucuan Asset Management Inc. in Middlebury, IN and has over 31 years of experience in the finance industry.