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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
Zachary Van Zant (CRD# 6522126) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, KY and has over 8 years of experience in the finance industry. Zachary Van Zant 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.
Matthew Williams (CRD# 6899072) is an Investment Advisor Representative working at Edward Jones in Crestwood, KY and has over 6 years of experience in the finance industry.
Lewis Zwiebel (CRD# 2442196) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Prospect, KY and has over 27 years of experience in the finance industry.
Brian Arends (CRD# 4161150) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Prospect, KY and has over 23 years of experience in the finance industry.
Michael Brzezinski (CRD# 6110586) is an Investment Advisor Representative working at Blvd Private Wealth, LLC in Prospect, KY and has over 11 years of experience in the finance industry.
Amanda Connaughton (CRD# 6946329) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, KY and has over 3 years of experience in the finance industry. Amanda Connaughton 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.
Allison Fietsch (CRD# 6885574) is an Investment Advisor Representative working at Edward Jones in La Grange, KY and has 1 year of experience in the finance industry.
Jeffrey Geiser (CRD# 7324755) is an Investment Advisor Representative working at Lightpath Wealth & Tax Advisors in Prospect, KY and has over 3 years of experience in the finance industry.
Jacqueline Greathouse (CRD# 7145790) is an Investment Advisor Representative working at Edward Jones in North Vernon, IN and has over 4 years of experience in the finance industry.
Tammy Hafner (CRD# 4436382) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Prospect, KY and has over 22 years of experience in the finance industry.