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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
William James (CRD# 1341286) is an Investment Advisor Representative working at William J. James, Inc. in Bloomington, IN and has over 39 years of experience in the finance industry.
James Kaiser (CRD# 4442855) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monrovia, IN and has over 22 years of experience in the finance industry.
Joe King (CRD# 6840646) is an Investment Advisor Representative working at Edward Jones in Bloomington, IN and has over 6 years of experience in the finance industry.
Mark Kraus (CRD# 2945072) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, IN and has over 26 years of experience in the finance industry.
Erin Lane (CRD# 3202545) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Nashville, IN and has over 22 years of experience in the finance industry.
John Laughlin (CRD# 4674607) is an Investment Advisor Representative working at Laughlin Financial LLC in Bloomington, IN and has over 16 years of experience in the finance industry. John Laughlin 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.
Monti Mace (CRD# 3109748) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Martinsville, IN and has over 25 years of experience in the finance industry.
Casey Madsen (CRD# 6790291) is an Investment Advisor Representative working at Lpl Financial LLC in Crane, IN and has over 6 years of experience in the finance industry.
Jeffrey Main (CRD# 2284768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bloomington, IN and has over 31 years of experience in the finance industry.
Joseph Manley (CRD# 6716859) is an Investment Advisor Representative working at Hurlow Wealth Management Group, Inc. in Bloomington, IN and has over 7 years of experience in the finance industry. Joseph Manley 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.