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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
Spencer Peltier (CRD# 6255445) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 10 years of experience in the finance industry.
Dianne Pitts (CRD# 3063593) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 13 years of experience in the finance industry.
Robert Poling (CRD# 2453046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 30 years of experience in the finance industry. Robert Poling 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.
Troy Prenger (CRD# 6189155) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has over 10 years of experience in the finance industry.
Ryan Ratermann (CRD# 4862375) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 19 years of experience in the finance industry.
Mark Reedy (CRD# 4148258) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 23 years of experience in the finance industry.
George Ricks (CRD# 3096461) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lima, OH and has over 20 years of experience in the finance industry.
Aaron Rohrbaugh (CRD# 4608281) is an Investment Advisor Representative working at Lpl Financial LLC in New Bremen, OH and has over 21 years of experience in the finance industry.
Andrew Schmitmeyer (CRD# 4927420) is an Investment Advisor Representative working at Lpl Financial LLC in Minster, OH and has over 18 years of experience in the finance industry.
Agnes Schoch (CRD# 5236231) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Decatur, IN and has over 17 years of experience in the finance industry.