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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
Olen Kirkpatrick (CRD# 1267250) is an Investment Advisor Representative working at Money Concepts Advisory Service in Franklin, OH and has over 30 years of experience in the finance industry.
Joshua Meyers (CRD# 6555001) is an Investment Advisor Representative working at Edward Jones in Franklin, OH and has over 8 years of experience in the finance industry.
Keith Foley (CRD# 6929430) is an Investment Advisor Representative working at Lion Bridge Partners in Franklin, OH and has over 5 years of experience in the finance industry.
Drake Hafer (CRD# 6655240) is an Investment Advisor Representative working at Huntington Financial Advisors in Franklin, OH and has over 7 years of experience in the finance industry.
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create...
Michael Abbinante (CRD# 3004878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 25 years of experience in the finance industry.
John Abbott (CRD# 2930449) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 26 years of experience in the finance industry.
Nathaniel Abney (CRD# 4903661) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Dayton, OH and has over 18 years of experience in the finance industry.
Phillip Abshire (CRD# 2667585) is an Investment Advisor Representative working at Edward Jones in Oxford, OH and has over 28 years of experience in the finance industry.
Gregory Achten (CRD# 2076400) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 33 years of experience in the finance industry.