-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lawrence Gerwe (CRD# 1332694) is an Investment Advisor Representative working at Independent Financial Partners in Edgewood, KY and has over 32 years of experience in the finance industry. Lawrence Gerwe 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.
Dean Cook (CRD# 2539364) is an Investment Advisor Representative working at Ftj Fundchoice, LLC in Edgewood, KY and has over 23 years of experience in the finance industry.
Richard Hoefinghoff (CRD# 247517) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Edgewood, KY and has over 29 years of experience in the finance industry.
Jacqueline Levoir (CRD# 4706945) is an Investment Advisor Representative working at Edward Jones in Edgewood, KY and has over 14 years of experience in the finance industry.
Jeffrey O'bryan (CRD# 3099839) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Edgewood, KY and has over 19 years of experience in the finance industry.
Scott Osborne (CRD# 5286872) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Edgewood, KY and has over 6 years of experience in the finance industry.
Jon Parker (CRD# 2677862) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Edgewood, KY and has over 22 years of experience in the finance industry.
Matthew Bierwirth (CRD# 5581949) is an Investment Advisor Representative working at Resource Design, Inc. in Edgewood, KY and has over 9 years of experience in the finance industry. Matthew Bierwirth 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.
Hayley Clark (CRD# 6624836) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Edgewood, KY and has over 2 years of experience in the finance industry.
Melissa Kelly (CRD# 3028223) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Edgewood, KY and has over 19 years of experience in the finance industry.