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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
Stephen Kavois (CRD# 4961930) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, IN and has over 18 years of experience in the finance industry. Stephen Kavois 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.
Troy King (CRD# 4120301) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lafayette, IN and has over 24 years of experience in the finance industry. Troy King 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.
David Klemme (CRD# 1744515) is an Investment Advisor Representative working at Stonex Advisors Inc. in West Lafayette, IN and has over 36 years of experience in the finance industry.
Leo Klemme (CRD# 2737946) is an Investment Advisor Representative working at Avantax Advisory Services in Lafayette, IN and has over 27 years of experience in the finance industry.
Robert Kretz (CRD# 3141451) is an Investment Advisor Representative working at Pnc Investments in Logansport, IN and has over 23 years of experience in the finance industry.
Cody Lachner (CRD# 6219911) is an Investment Advisor Representative working at Next Adventure Financial LLC in Lafayette, IN and has over 9 years of experience in the finance industry. Cody Lachner 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.
Young Lee (CRD# 5081829) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, IN and has over 18 years of experience in the finance industry.
Matthew Lerch (CRD# 6018321) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, IN and has over 11 years of experience in the finance industry.
Mark Lorenz (CRD# 6676101) is an Investment Advisor Representative working at Lorenz Financial in West Lafayette, IN and has over 7 years of experience in the finance industry.