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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
Amy Kaase (CRD# 5658270) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 14 years of experience in the finance industry.
James Kalinowski (CRD# 2843966) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Schulenburg, TX and has over 27 years of experience in the finance industry.
Cameron Kershner (CRD# 6578838) is an Investment Advisor Representative working at Edward Jones in Sealy, TX and has over 8 years of experience in the finance industry.
Andrew Krampitz (CRD# 5775080) is an Investment Advisor Representative working at Edward Jones in Sealy, TX and has over 13 years of experience in the finance industry.
Erich Lehmann (CRD# 6156725) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in La Grange, TX and has over 10 years of experience in the finance industry.
Robert Lundy (CRD# 2468347) is an Investment Advisor Representative working at Edward Jones in Hallettsville, TX and has over 20 years of experience in the finance industry.
Charles Mazac (CRD# 5400522) is an Investment Advisor Representative working at Edward Jones in La Grange, TX and has over 16 years of experience in the finance industry.
Mark Meservey (CRD# 2296986) is an Investment Advisor Representative working at Lpl Financial LLC in La Grange, TX and has over 30 years of experience in the finance industry.
Edith Moreno (CRD# 6930547) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 5 years of experience in the finance industry.
Tray Moses (CRD# 6888160) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 5 years of experience in the finance industry.