-
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
Christian Guyot (CRD# 6681959) is an Investment Advisor Representative working at Morgan Stanley in Edwardsville, IL and has over 7 years of experience in the finance industry.
Aaron Keune (CRD# 7847705) is an Investment Advisor Representative working at Slagle Financial, LLC in Edwardsville, IL and has 1 year of experience in the finance industry.
Richard Marteeny (CRD# 3014878) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Edwardsville, IL and has over 24 years of experience in the finance industry.
Tyler Sonka (CRD# 7570040) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Edwardsville, IL and has 1 year of experience in the finance industry.
Adam Wolfe (CRD# 5881394) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Edwardsville, IL and has over 13 years of experience in the finance industry.
Craig Toberman is the Founder of Toberman Wealth – a fee-only financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP),...
Zachary Han (CRD# 5259774) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in St. Louis, MO and has 14 years of experience in the finance industry. Zachary Han 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Jackie Abels (CRD# 2390400) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 30 years of experience in the finance industry.
John Abels (CRD# 1012847) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frontenac, MO and has over 42 years of experience in the finance industry.
Randall Abernathy (CRD# 1249790) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry. Randall Abernathy 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.