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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
Todd Larson (CRD# 2952583) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Wayne, IN and has over 26 years of experience in the finance industry. Todd Larson 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.
Keith Layman (CRD# 4226098) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.
Jonathan Leman (CRD# 2275657) is an Investment Advisor Representative working at Commonwealth Financial Network in Fort Wayne, IN and has over 31 years of experience in the finance industry. Jonathan Leman 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.
Christopher Lipper (CRD# 4298665) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 21 years of experience in the finance industry. Christopher Lipper 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.
Douglas Lockwood (CRD# 1703831) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 35 years of experience in the finance industry. Douglas Lockwood 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.
Barbara Malhoit (CRD# 854806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Defiance, OH and has over 32 years of experience in the finance industry. Barbara Malhoit 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.
Colleen Maloney (CRD# 4138797) is an Investment Advisor Representative working at Edward Jones in Fort Wayne, IN and has over 8 years of experience in the finance industry.
Justin Maloney (CRD# 7035801) is an Investment Advisor Representative working at Edward Jones in Fort Wayne, IN and has over 5 years of experience in the finance industry.
Bill Mann (CRD# 2694463) is an Investment Advisor Representative working at Spc in Bryan, OH and has over 26 years of experience in the finance industry.
Kentrina Mapes (CRD# 5476552) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.