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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
Maxwell Paul (CRD# 6399934) is an Investment Advisor Representative working at Edward Jones in Erie, CO and has over 9 years of experience in the finance industry.
Kevin Rogers (CRD# 2808952) is an Investment Advisor Representative working at Western Wealth Management LLC in Erie, CO and has over 27 years of experience in the finance industry.
Bradley Schutt (CRD# 2140033) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Erie, CO and has over 29 years of experience in the finance industry.
Meaghan Spiegel (CRD# 5090497) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Erie, CO and has over 14 years of experience in the finance industry. Meaghan Spiegel 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.
Beth Stenz (CRD# 5479177) is an Investment Advisor Representative working at Edward Jones in Erie, CO and has over 16 years of experience in the finance industry.
Thomas Stenz (CRD# 3077860) is an Investment Advisor Representative working at Edward Jones in Erie, CO and has over 25 years of experience in the finance industry.
Jesse Stubbs (CRD# 7074072) is an Investment Advisor Representative working at Stubbs Investments, LLC in Erie, CO and has over 5 years of experience in the finance industry.
Christopher Swales (CRD# 5023622) is an Investment Advisor Representative working at Swales Financial LLC in Erie, CO and has over 18 years of experience in the finance industry.
Ian Wymore (CRD# 6052469) is an Investment Advisor Representative working at Compound Planning in Erie, CO and has over 10 years of experience in the finance industry.