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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
Katelin Gonzales (CRD# 6237561) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Albany, IN and has over 7 years of experience in the finance industry.
Brent Gorter (CRD# 4544306) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, KY and has over 19 years of experience in the finance industry.
Michael Gosney (CRD# 5876057) is an Investment Advisor Representative working at Mariner Wealth in New Albany, IN and has over 10 years of experience in the finance industry. Michael Gosney 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.
Don Graeter (CRD# 1064731) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 41 years of experience in the finance industry.
Drew Graeter (CRD# 4139416) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
Spencer Graeter (CRD# 5392835) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 16 years of experience in the finance industry.
Timothy Graham (CRD# 4461811) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 21 years of experience in the finance industry.
Michael Grau (CRD# 2558374) is an Investment Advisor Representative working at Axiom Financial Strategies Group, LLC in New Albany, IN and has over 23 years of experience in the finance industry. Michael Grau 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.
Retirement Income Planning / Retirement Advisor ages 50+
Comprehensive Financial Planning
Trust Management with tax sensitive investments in mind. $50000 min
Business Succession Strategy / Family Owned Transitions
Selling portions or an entire business. 5mil+ in EBITDA min, corporate M&A
Hybrid pension plans for medical and dental companies
Typical clients has over 200k Household income, $250000 investable assets
William Green (CRD# 5161933) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 9 years...