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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
Kelly Malatesta (CRD# 5500775) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Walton, KY and has over 15 years of experience in the finance industry.
Scott Mann (CRD# 4333296) is an Investment Advisor Representative working at Mann Capital Management LLC in Florence, KY and has over 23 years of experience in the finance industry. Scott Mann 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.
Certified Financial Planner (CFP®)
IRS Enrolled Agent
Series 6, Series 7, Series 63, & Series 65
Insurance Licensed in Ohio & Kentucky
Matt runs Hicks & Mann as a holistic financial planning firm with an emphasis on retirement planning, estate planning, wealth management, and tax planning. He enjoys helping clients reach their financial goals such as retirement while keeping their tax bill to the IRS as small as possible. Matt has extensive experience with financially successful families and family-owned businesses. He advises professionals and senior corporate executives and their families. Clients...
Nan Matteson (CRD# 4947960) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 18 years of experience in the finance industry. Nan Matteson 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.
Bradley McElwain (CRD# 5417644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 16 years of experience in the finance industry.
Robert McNichol (CRD# 1358178) is an Investment Advisor Representative working at Mml Investors Services, LLC in Erlanger, KY and has over 37 years of experience in the finance industry.
Craig Middendorf (CRD# 1164834) is an Investment Advisor Representative working at Independent Financial Partners in Florence, KY and has over 23 years of experience in the finance industry. Craig Middendorf 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.
Karen Mills (CRD# 4205398) is an Investment Advisor Representative working at Liberty One Investment Management in Verona, KY and has over 23 years of experience in the finance industry.
Barry Millson (CRD# 1016266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Florence, KY and has over 39 years of experience in the finance industry. Barry Millson 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 Morgan (CRD# 2458500) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Alexandria, KY and has over 28 years of experience in the finance industry.