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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
Monti Mace (CRD# 3109748) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Martinsville, IN and has over 25 years of experience in the finance industry.
Todd Machowiak (CRD# 4956521) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Avon, IN and has over 18 years of experience in the finance industry.
Jeffrey Main (CRD# 2284768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Martinsville, IN and has over 31 years of experience in the finance industry.
Curtis Mallery (CRD# 5999912) is an Investment Advisor Representative working at Edward Jones in Plainfield, IN and has over 11 years of experience in the finance industry.
Joseph Manley (CRD# 6716859) is an Investment Advisor Representative working at Hurlow Wealth Management Group, Inc. in Bloomington, IN and has over 7 years of experience in the finance industry. Joseph Manley 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.
Daniel Matthews (CRD# 2874379) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bloomington, IN and has over 27 years of experience in the finance industry.
Brandon Mayo (CRD# 6411494) is an Investment Advisor Representative working at Edward Jones in Brownsburg, IN and has over 9 years of experience in the finance industry.
James McCallister (CRD# 2713959) is an Investment Advisor Representative working at Primerica Advisors in Plainfield, IN and has over 28 years of experience in the finance industry.
Eric McClurg (CRD# 6942538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomington, IN and has over 5 years of experience in the finance industry.
Joshua McGlothlin (CRD# 6800744) is an Investment Advisor Representative working at Gladstone Wealth Partners in Bloomington, IN and has over 6 years of experience in the finance industry.