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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
Paul Wilkin (CRD# 2233449) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 28 years of experience in the finance industry. Paul Wilkin 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.
Patrick Andrews (CRD# 7438869) is an Investment Advisor Representative working at Wwa Planning & Investments in Columbus, IN and has over 2 years of experience in the finance industry. Patrick Andrews 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.
Kara Bateman (CRD# 7727672) is an Investment Advisor Representative working at Edward Jones in Columbus, IN and has 1 year of experience in the finance industry.
Nicholas Combs (CRD# 6192058) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, IN and has over 5 years of experience in the finance industry.
Joseph Fritts (CRD# 6456678) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Columbus, IN and has over 8 years of experience in the finance industry.
Albert Furlani (CRD# 2992781) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, IN and has over 5 years of experience in the finance industry.
Christopher Gorbett (CRD# 7435091) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Columbus, IN and has 1 year of experience in the finance industry.
Zachary Greiner (CRD# 6794046) is an Investment Advisor Representative working at Kirr, Marbach & Company, LLC in Columbus, IN and has over 6 years of experience in the finance industry. Zachary Greiner 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.
Alasa Harper (CRD# 5623671) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Columbus, IN and has over 15 years of experience in the finance industry.
Nash Jackson (CRD# 7388146) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Columbus, IN and has 1 year of experience in the finance industry.