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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
Craig Middendorf (CRD# 1164834) is an Investment Advisor Representative working at Independent Financial Partners in Florence, KY and has over 23 years of experience in the finance industry. Craig Middendorf 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.
Barry Millson (CRD# 1016266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Florence, KY and has over 39 years of experience in the finance industry. Barry Millson 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.
Michelle Misplay (CRD# 5153121) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 17 years of experience in the finance industry.
William Nagy (CRD# 2139804) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 30 years of experience in the finance industry.
Corissa Otten (CRD# 6204432) is an Investment Advisor Representative working at Edward Jones in Florence, KY and has over 10 years of experience in the finance industry.
Ryan Pitts (CRD# 5586530) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 15 years of experience in the finance industry. Ryan Pitts 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.
Nathan Rogers (CRD# 2629102) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Florence, KY and has over 28 years of experience in the finance industry. Nathan Rogers 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.
Bradley Shipe (CRD# 4689778) is an Investment Advisor Representative working at Edward Jones in Florence, KY and has over 20 years of experience in the finance industry.
David Trendler (CRD# 2720198) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Florence, KY and has over 27 years of experience in the finance industry.
Robert Walker (CRD# 729738) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Florence, KY and has over 42 years of experience in the finance industry.