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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
Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 10 years of experience in the finance industry.
Daniel Vieland (CRD# 4457307) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clyde, OH and has over 17 years of experience in the finance industry.
Jena Viock (CRD# 4651967) is an Investment Advisor Representative working at Key Investment Services LLC in Huron, OH and has over 20 years of experience in the finance industry.
Jeffrey Wehner (CRD# 5516095) is an Investment Advisor Representative working at Edward Jones in Sandusky, OH and has over 15 years of experience in the finance industry.
Kimberly Weithman (CRD# 5156506) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 14 years of experience in the finance industry.
Matthew Wenzinger (CRD# 3005258) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Port Clinton, OH and has over 26 years of experience in the finance industry.
Timothy Weyer (CRD# 3219923) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 24 years of experience in the finance industry. Timothy Weyer 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.
Aaron Wilson (CRD# 6220251) is an Investment Advisor Representative working at Edward Jones in Clyde, OH and has over 10 years of experience in the finance industry.
Brett Wilson (CRD# 6053230) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Thomas Wiseman (CRD# 2524307) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oak Harbor, OH and has over 26 years of experience in the finance industry.