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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
Rachel Curley (CRD# 5662390) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Osage Beach, MO and has over 10 years of experience in the finance industry.
Rick Duncan (CRD# 1288675) is an Investment Advisor Representative working at Edward Jones in Osage Beach, MO and has over 39 years of experience in the finance industry.
Ann Frigon (CRD# 2214445) is an Investment Advisor Representative working at Lpl Financial LLC in Roach, MO and has over 32 years of experience in the finance industry. Ann Frigon 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.
Homer Giles (CRD# 6103128) is an Investment Advisor Representative working at Arvest Wealth Management in Lebanon, MO and has over 11 years of experience in the finance industry.
Lisa Hamilton (CRD# 6489021) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, MO and has over 7 years of experience in the finance industry. Lisa Hamilton 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.
Joseph Hartman (CRD# 3185269) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Ozark, MO and has over 25 years of experience in the finance industry.
Joshua Keeler (CRD# 5807729) is an Investment Advisor Representative working at Edward Jones in Lebanon, MO and has over 13 years of experience in the finance industry.
Timothy Kertz (CRD# 3026313) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Ozark, MO and has over 24 years of experience in the finance industry. Timothy Kertz 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.
Stephen Kueny (CRD# 6010354) is an Investment Advisor Representative working at Edward Jones in Lebanon, MO and has over 12 years of experience in the finance industry.
Paul Lekar (CRD# 4584066) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Osage Beach, MO and has over 21 years of experience in the finance industry.