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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
David Hefty (CRD# 3251339) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry. David Hefty 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.
Stacy Hefty (CRD# 4037576) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry.
Erik Herstad (CRD# 6313959) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 10 years of experience in the finance industry.
Stephen Hess (CRD# 2446121) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 24 years of experience in the finance industry. Stephen Hess 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.
John Hill (CRD# 6941649) is an Investment Advisor Representative working at Advisory Advocates LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Ryan Hoch (CRD# 5901379) is an Investment Advisor Representative working at Invst, LLC in Fort Wayne, IN and has over 12 years of experience in the finance industry. Ryan Hoch 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.
Thomas Hofbauer (CRD# 2348811) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 26 years of experience in the finance industry.
Cindy Hoffman (CRD# 4723767) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Wayne, IN and has over 20 years of experience in the finance industry.
William Hoover (CRD# 4686428) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 17 years of experience in the finance industry.
Patrick Horwitz (CRD# 5937211) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Fort Wayne, IN and has over 12 years of experience in the finance industry.