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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
Gregory Averesch (CRD# 4160816) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bluffton, OH and has over 23 years of experience in the finance industry.
Trisha Barnes (CRD# 4134475) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 13 years of experience in the finance industry.
Rebecca Baugh (CRD# 4970915) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Craig Bauman (CRD# 4443488) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Todd Belden (CRD# 5202154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Celina, OH and has over 12 years of experience in the finance industry.
Douglas Bell (CRD# 1975328) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lima, OH and has 1 year of experience in the finance industry.
Brandon Blackford (CRD# 5940955) is an Investment Advisor Representative working at Edward Jones in Bluffton, OH and has over 12 years of experience in the finance industry.
Nicholas Boeckman (CRD# 5870882) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Lima, OH and has 1 year of experience in the finance industry. Nicholas Boeckman 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.
Kyle Bruskotter (CRD# 5634560) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kalida, OH and has over 8 years of experience in the finance industry.
Zachary Buckland (CRD# 6035577) is an Investment Advisor Representative working at Edward Jones in Glandorf, OH and has over 9 years of experience in the finance industry.