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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
Sarah Busch (CRD# 7489015) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 2 years of experience in the finance industry.
Shawn Greenfield (CRD# 7241979) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Moscow, ID and has over 3 years of experience in the finance industry.
Kirsten Helbling (CRD# 6710361) is an Investment Advisor Representative working at D.a. Davidson & Company in Moscow, ID and has over 2 years of experience in the finance industry.
Brian Johnson (CRD# 6959159) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 3 years of experience in the finance industry.
Charlotte Jones (CRD# 7295993) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 3 years of experience in the finance industry.
Lori Kahn (CRD# 4788249) is an Investment Advisor Representative working at Lpl Financial LLC in Pullman, WA and has over 19 years of experience in the finance industry.
Tracy Keller (CRD# 6453030) is an Investment Advisor Representative working at D.a. Davidson & Company in Lewiston, ID and has 1 year of experience in the finance industry.
Dennis Logan (CRD# 7822360) is an Investment Advisor Representative working at Edward Jones in Pullman, WA and has 1 year of experience in the finance industry.
Beau Melton (CRD# 7323562) is an Investment Advisor Representative working at Edward Jones in Moscow, ID and has over 3 years of experience in the finance industry.
Mark Mooring (CRD# 7201615) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 4 years of experience in the finance industry. Mark Mooring 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.