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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
Francesco Dangelo (CRD# 2589324) is an Investment Advisor Representative working at D.a. Davidson & Company in Hamilton, MT and has over 29 years of experience in the finance industry. Francesco Dangelo 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.
Catherine Kipling (CRD# 4919976) is an Investment Advisor Representative working at Kipling & Company in Hamilton, MT and has over 19 years of experience in the finance industry. Catherine Kipling 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.
James Konuk (CRD# 1330830) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, MT and has over 39 years of experience in the finance industry.
Willa Lande (CRD# 1450249) is an Investment Advisor Representative working at Edward Jones in Hamilton, MT and has over 27 years of experience in the finance industry.
David Liesenfelt (CRD# 4912997) is an Investment Advisor Representative working at Lussenheide Capital Management, Inc. in Florence, MT and has over 20 years of experience in the finance industry.
Carrie Long (CRD# 5617926) is an Investment Advisor Representative working at D.a. Davidson & Company in Hamilton, MT and has over 9 years of experience in the finance industry.
Joshua Loveless (CRD# 6435959) is an Investment Advisor Representative working at Edward Jones in Hamilton, MT and has over 9 years of experience in the finance industry.
William Lussenheide (CRD# 2341918) is an Investment Advisor Representative working at Lussenheide Capital Management, Inc. in Florence, MT and has over 21 years of experience in the finance industry.
James Moerkerke (CRD# 1012619) is an Investment Advisor Representative working at D.a. Davidson & Company in Hamilton, MT and has over 42 years of experience in the finance industry. James Moerkerke 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.
Deborah Sesa Gantz (CRD# 7008872) is an Investment Advisor Representative working at Edward Jones in Hamilton, MT and has over 5 years of experience in the finance industry.