-
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
Kathi Dunlap (CRD# 5401989) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Bluffton, OH and has over 4 years of experience in the finance industry.
Jacob Elrod (CRD# 5310588) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lima, OH and has over 17 years of experience in the finance industry.
Brady Emmons (CRD# 7099503) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 4 years of experience in the finance industry.
Corey Frazer (CRD# 6099011) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lima, OH and has 1 year of experience in the finance industry.
Jacinda Fried (CRD# 7232989) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has 1 year of experience in the finance industry.
Shawn Goetz (CRD# 7180576) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 4 years of experience in the finance industry.
John Gonzalez (CRD# 7642290) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coldwater, OH and has 1 year of experience in the finance industry.
Kendra Goodlin (CRD# 7183441) is an Investment Advisor Representative working at Edward Jones in Van Wert, OH and has 1 year of experience in the finance industry.
Lori Homan (CRD# 7781725) is an Investment Advisor Representative working at Edward Jones in Coldwater, OH and has 1 year of experience in the finance industry.
Circe Krout (CRD# 6548840) is an Investment Advisor Representative working at Edward Jones in Ottawa, OH and has over 4 years of experience in the finance industry.