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Distance Only Edmond, OK
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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
Ethan Hulme (CRD# 6285191) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Edmond, OK and has over 10 years of experience in the finance industry.
Darrell James (CRD# 1124647) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 40 years of experience in the finance industry.
Jeffrey Jantz (CRD# 3004454) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Edmond, OK and has over 25 years of experience in the finance industry.
Bill Johnson (CRD# 2948410) is an Investment Advisor Representative working at Transcendent Capital Group in Edmond, OK and has over 26 years of experience in the finance industry.
Steven Kaestner (CRD# 2844064) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Edmond, OK and has over 26 years of experience in the finance industry. Steven Kaestner 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.
Alyssa Kaiser (CRD# 6424108) is an Investment Advisor Representative working at Wto Advisors, LLC in Edmond, OK and has over 8 years of experience in the finance industry.
Corey Kenedy (CRD# 5470975) is an Investment Advisor Representative working at Entrust Parable Capital, LLC in Edmond, OK and has over 16 years of experience in the finance industry.
Ralayna Kennedy (CRD# 6688215) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Edmond, OK and has over 7 years of experience in the finance industry.
Jerry Kiefer (CRD# 2271043) is an Investment Advisor Representative working at Equitable Advisors, LLC in Edmond, OK and has over 31 years of experience in the finance industry.
Damon is an Investment Advisor at ChappelWood Financial Services in Edmond, OK and brings his non-profit experiences to help clients preserve their legacies.
As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Through that work, he came to believe that passing on values is just as important as passing on assets, and that proper planning can solve many of the issues high net worth families experience when it comes to money.
He chose to expand his service to comprehensive financial planning and investment advisement,...