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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
Nelson Kobata (CRD# 2551742) is an Investment Advisor Representative working at Lpl Financial LLC in Atascadero, CA and has over 29 years of experience in the finance industry. Nelson Kobata 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.
Matt Kokkonen (CRD# 273403) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Luis Obispo, CA and has over 28 years of experience in the finance industry.
Bryan Krill (CRD# 3115314) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has over 25 years of experience in the finance industry. Bryan Krill 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.
Jon-eric Kronvall (CRD# 1876180) is an Investment Advisor Representative working at Wealth Innovation in San Luis Obispo, CA and has over 20 years of experience in the finance industry.
Regina Krumland (CRD# 4074215) is an Investment Advisor Representative working at Edward Jones in Atascadero, CA and has over 22 years of experience in the finance industry. Regina Krumland 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.
Cale Kunkle (CRD# 6567889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
David La Rue (CRD# 5746583) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Atascadero, CA and has over 14 years of experience in the finance industry.
Jennifer Langstaff (CRD# 2594127) is an Investment Advisor Representative working at Commonwealth Financial Network in Paso Roble, CA and has over 28 years of experience in the finance industry. Jennifer Langstaff 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.
Ryan Langstaff (CRD# 4664797) is an Investment Advisor Representative working at Commonwealth Financial Network in Paso Roble, CA and has over 14 years of experience in the finance industry.
Michael Leeder (CRD# 4904746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 19 years of experience in the finance industry.