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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
Savannah Casstevens (CRD# 6949090) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gypsum, CO and has over 5 years of experience in the finance industry.
Andrea Gurule (CRD# 6482384) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Peter Klingsmith (CRD# 5700165) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Lindsay Maglione (CRD# 7284673) is an Investment Advisor Representative working at Edward Jones in Rifle, CO and has 1 year of experience in the finance industry.
Hailie Mickley (CRD# 7677641) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Castle, CO and has 1 year of experience in the finance industry.
Catherine Oliver-Allen (CRD# 1216000) is an Investment Advisor Representative working at Invicta Advisors LLC in Basalt, CO and has over 40 years of experience in the finance industry.
Daniel Snow (CRD# 7776337) is an Investment Advisor Representative working at Edward Jones in New Castle, CO and has 1 year of experience in the finance industry.
Jessica Steinmetz (CRD# 5226824) is an Investment Advisor Representative working at Edward Jones in Gypsum, CO and has over 2 years of experience in the finance industry.
William Van Domelen (CRD# 7200109) is an Investment Advisor Representative working at Ryan Investments in Basalt, CO and has 1 year of experience in the finance industry. William Van Domelen 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.
Nathaniel Walsh (CRD# 7369699) is an Investment Advisor Representative working at Edward Jones in Rifle, CO and has over 2 years of experience in the finance industry.