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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
Mark Hoge (CRD# 5841345) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 13 years of experience in the finance industry.
Andrew Houck (CRD# 6533374) is an Investment Advisor Representative working at Edward Jones in Portland, IN and has over 8 years of experience in the finance industry.
Lisa Howe (CRD# 2849154) is an Investment Advisor Representative working at Wells Fargo Advisors in Minster, OH and has over 27 years of experience in the finance industry. Lisa Howe 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.
Richard Huckeriede (CRD# 1455599) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Marys, OH and has over 37 years of experience in the finance industry.
Eric Hurless (CRD# 6739520) is an Investment Advisor Representative working at Edward Jones in Van Wert, OH and has over 7 years of experience in the finance industry.
Troy Jacks (CRD# 2699124) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, IN and has over 28 years of experience in the finance industry.
Scott Jensen (CRD# 3134571) is an Investment Advisor Representative working at Hardy & Hardy Co LLC in Lima, OH and has over 24 years of experience in the finance industry.
Dianne Karas (CRD# 5467175) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 16 years of experience in the finance industry.
Sarah Karas (CRD# 7068708) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 5 years of experience in the finance industry.
Randall Kaup (CRD# 5173095) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 17 years of experience in the finance industry.