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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
Amy Fredritz (CRD# 6031347) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Upper Sandusky, OH and has over 7 years of experience in the finance industry.
Jerid Friar (CRD# 4598174) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Bowling Green, OH and has over 14 years of experience in the finance industry.
Curtis Frisch (CRD# 6052997) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Findlay, OH and has over 7 years of experience in the finance industry. Curtis Frisch 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.
Jason Gedert (CRD# 2890336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tiffin, OH and has over 26 years of experience in the finance industry. Jason Gedert 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.
Robert Gephart (CRD# 1130338) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has 1 year of experience in the finance industry.
Stephen Gons (CRD# 6179810) is an Investment Advisor Representative working at Mml Investors Services, LLC in Findlay, OH and has 1 year of experience in the finance industry.
Diana Good (CRD# 6819188) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has 1 year of experience in the finance industry.
Brian Greggila (CRD# 6332770) is an Investment Advisor Representative working at Edward Jones in Elmore, OH and has over 9 years of experience in the finance industry.
Steven Hahn (CRD# 1037667) is an Investment Advisor Representative working at Prudential Financial Planning Services in Port Clinton, OH and has over 24 years of experience in the finance industry.
James Harpst (CRD# 5771748) is an Investment Advisor Representative working at Infresh, Inc. in Findlay, OH and has over 13 years of experience in the finance industry.