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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
Jeffrey Tooley (CRD# 3127850) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Jasper, IN and has over 25 years of experience in the finance industry.
John Ubelhor (CRD# 1412383) is an Investment Advisor Representative working at Edward Jones in Boonville, IN and has over 38 years of experience in the finance industry.
James Waninger (CRD# 2397165) is an Investment Advisor Representative working at Commonwealth Financial Network in Tell City, IN and has over 30 years of experience in the finance industry. James Waninger 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.
John Welp (CRD# 2368419) is an Investment Advisor Representative working at Lpl Financial LLC in Jasper, IN and has over 30 years of experience in the finance industry.
Wesley Whitfield (CRD# 6973070) is an Investment Advisor Representative working at Lpl Financial LLC in Paoli, IN and has over 5 years of experience in the finance industry.
Jennifer Wilkerson (CRD# 4392474) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jasper, IN and has over 22 years of experience in the finance industry.
Thomas Willis (CRD# 5467889) is an Investment Advisor Representative working at Edward Jones in Petersburg, IN and has over 16 years of experience in the finance industry.
Seth Windell (CRD# 5385245) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Claus, IN and has over 16 years of experience in the finance industry.
Trennis Xanders (CRD# 6176170) is an Investment Advisor Representative working at Edward Jones in Santa Claus, IN and has over 10 years of experience in the finance industry.
Emily Winter (CRD# 5455961) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tell City, IN and has over 16 years of experience in the finance industry.