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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
Matthew Frank (CRD# 5789235) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Jefferson City, MO and has over 12 years of experience in the finance industry.
Ann Frigon (CRD# 2214445) is an Investment Advisor Representative working at Lpl Financial LLC in Roach, MO and has over 32 years of experience in the finance industry. Ann Frigon 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.
Hope Gerdes (CRD# 6333463) is an Investment Advisor Representative working at Smith Moore & Company in Jefferson City, MO and has over 9 years of experience in the finance industry. Hope Gerdes 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.
Savannah Gerloff (CRD# 6729244) is an Investment Advisor Representative working at Edward Jones in Jefferson City, MO and has over 5 years of experience in the finance industry.
Ryan Green (CRD# 6644052) is an Investment Advisor Representative working at Edward Jones in Jefferson City, MO and has over 7 years of experience in the finance industry.
Brian Grenia (CRD# 3071979) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jefferson City, MO and has over 25 years of experience in the finance industry.
Christina Hake (CRD# 2386157) is an Investment Advisor Representative working at Smith Moore & Company in Jefferson City, MO and has over 23 years of experience in the finance industry.
Michael Harken (CRD# 1036834) is an Investment Advisor Representative working at Principal Securities, Inc. in Camdenton, MO and has over 41 years of experience in the finance industry. Michael Harken 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.
Joseph Hartman (CRD# 3185269) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Ozark, MO and has over 25 years of experience in the finance industry.
Wesley Hentges (CRD# 4173884) is an Investment Advisor Representative working at Propartners Wealth in Tipton, MO and has over 23 years of experience in the finance industry.