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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
Ronald Stortz (CRD# 3011576) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lincoln, NE and has over 26 years of experience in the finance industry.
Susan Stults (CRD# 4007470) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lincoln, NE and has over 24 years of experience in the finance industry. Susan Stults 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.
Jarrett Suddarth (CRD# 6391302) is an Investment Advisor Representative working at Panoramic Financial Advice in Lincoln, NE and has over 8 years of experience in the finance industry. Jarrett Suddarth 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.
Robert Swanson (CRD# 5296765) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Lincoln, NE and has over 17 years of experience in the finance industry.
Casey Thelen (CRD# 6232547) is an Investment Advisor Representative working at Edward Jones in Lincoln, NE and has over 10 years of experience in the finance industry.
Douglas Thompson (CRD# 4923660) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lincoln, NE and has over 19 years of experience in the finance industry.
John Thompson (CRD# 2685826) is an Investment Advisor Representative working at Ameritas Investment Partners, Inc. in Lincoln, NE and has over 28 years of experience in the finance industry.
Robert Thompson (CRD# 446029) is an Investment Advisor Representative working at Esi Financial Advisors in Lincoln, NE and has over 24 years of experience in the finance industry.
Linda Thraen (CRD# 3137138) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Lincoln, NE and has over 25 years of experience in the finance industry.
Sherry Tomes (CRD# 1581957) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lincoln, NE and has over 24 years of experience in the finance industry.