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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
David Barol (CRD# 2435166) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 30 years of experience in the finance industry. David Barol 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.
Marklouis Barone (CRD# 6185718) is an Investment Advisor Representative working at Edward Jones in Leawood, KS and has over 10 years of experience in the finance industry.
John Barry (CRD# 5382975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leawood, KS and has over 14 years of experience in the finance industry.
Julia Bartak (CRD# 4846040) is an Investment Advisor Representative working at Edward Jones in Mission, KS and has over 6 years of experience in the finance industry. Julia Bartak 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 Barton (CRD# 6455110) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.
Mike Batista (CRD# 2750153) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 26 years of experience in the finance industry. Mike Batista 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.
James Battmer (CRD# 4791494) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 19 years of experience in the finance industry.
Lauren Bauer (CRD# 6725236) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Lauren Bauer 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.
Thomas Bauer (CRD# 5191821) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Mission Hills, KS and has over 17 years of experience in the finance industry.
Jason Baugh (CRD# 7056869) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Jason Baugh 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.