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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
Thomas Blalock (CRD# 1402546) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 37 years of experience in the finance industry.
Rhiannon Blazer (CRD# 4587079) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cincinnati, OH and has over 16 years of experience in the finance industry.
Lisa Block (CRD# 2413976) is an Investment Advisor Representative working at Everhart Advisors in Miamisburg, OH and has 1 year of experience in the finance industry.
Robert Blommel (CRD# 1770501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 30 years of experience in the finance industry.
David Bodnar (CRD# 1994752) is an Investment Advisor Representative working at Kellett Wealth Advisors, LLC in Cincinnati, OH and has over 33 years of experience in the finance industry. David Bodnar 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.
Mark Bodnar (CRD# 1201414) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 39 years of experience in the finance industry. Mark Bodnar 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.
Michael Bohmer (CRD# 2790985) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.
Peter Bohrofen (CRD# 5669582) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 14 years of experience in the finance industry.
Eric Bokesch (CRD# 4430340) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 16 years of experience in the finance industry.
Casey Boland (CRD# 2176984) is an Investment Advisor Representative working at Hcm Wealth Advisors in Cincinnati, OH and has over 32 years of experience in the finance industry.