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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
Susan Wier (CRD# 1322608) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has over 8 years of experience in the finance industry.
Jeremy Zeichner (CRD# 4340724) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bloomington, IN and has over 23 years of experience in the finance industry. Jeremy Zeichner 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.
Alyce Zollman (CRD# 4222612) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bloomington, IN and has over 19 years of experience in the finance industry.
Bridget Baugh (CRD# 4733816) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bloomington, IN and has over 5 years of experience in the finance industry.
Taylor Bayly (CRD# 7584172) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has 1 year of experience in the finance industry.
Christopher Bomba (CRD# 7388177) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bloomington, IN and has 1 year of experience in the finance industry.
Karen Brooks (CRD# 5715480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bloomington, IN and has over 2 years of experience in the finance industry.
Randall Brown (CRD# 6416433) is an Investment Advisor Representative working at Edward Jones in Bloomfield, IN and has 1 year of experience in the finance industry.
Katrina Bullock (CRD# 7485248) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has 1 year of experience in the finance industry.
Clinton Burch (CRD# 7089553) is an Investment Advisor Representative working at Clinton Burch Financial Planning in Bloomfield, IN and has over 4 years of experience in the finance industry.