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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
Jacob Bartel (CRD# 6291505) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 9 years of experience in the finance industry. Jacob Bartel 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.
Martin Bartik (CRD# 4796623) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 19 years of experience in the finance industry.
Brett Bartlow (CRD# 4994782) is an Investment Advisor Representative working at Equitable Advisors, LLC in Centerville, OH and has over 18 years of experience in the finance industry.
Laura Batsche (CRD# 1986303) is an Investment Advisor Representative working at Lpl Financial LLC in Bellbrook, OH and has over 33 years of experience in the finance industry.
Damiano Battaglia (CRD# 6721086) is an Investment Advisor Representative working at Edward Jones in Bellbrook, OH and has over 7 years of experience in the finance industry.
Matthew Bayer (CRD# 2744627) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kettering, OH and has over 27 years of experience in the finance industry.
Ryan Beach (CRD# 6199033) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 9 years of experience in the finance industry.
Kent Beal (CRD# 2469212) is an Investment Advisor Representative working at Newedge Advisors in Centerville, OH and has over 29 years of experience in the finance industry.
Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 23 years of experience in the finance industry. Dustin Beam 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.
Cledis Beard (CRD# 2856285) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.