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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
Jody Redmann (CRD# 5460426) is an Investment Advisor Representative working at Kingsview Asset Management, LLC with offices in Chicago and Oak Lawn, IL. Kingview Asset Management, LLC is headquartered in Grants Pass, OR Jody Redmann has over 15 years of experience in the finance industry.
Ava Reed (CRD# 6342655) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 9 years of experience in the finance industry.
Tracy Richards (CRD# 6041222) is an Investment Advisor Representative working at Fidelis Im in Medford, OR and has over 12 years of experience in the finance industry.
Joshua Richardson (CRD# 4424576) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 22 years of experience in the finance industry.
Anthony Roa (CRD# 6579114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 8 years of experience in the finance industry.
Tracy Ronningen (CRD# 705560) is an Investment Advisor Representative working at Skyoak Wealth in Medford, OR and has over 29 years of experience in the finance industry.
Edward Rubin (CRD# 4018194) is an Investment Advisor Representative working at Cuso Financial Services in Grants Pass, OR and has over 24 years of experience in the finance industry.
Nathan Salhus (CRD# 5563079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
Nancy Sash (CRD# 3207922) is an Investment Advisor Representative working at Avantax Advisory Services in Medford, OR and has over 25 years of experience in the finance industry. Nancy Sash 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.