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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
Karen Kroeger (CRD# 4705932) is an Investment Advisor Representative working at Kroeger Financial Partners in Grass Valley, CA and has 1 year of experience in the finance industry. Karen Kroeger 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.
Orion Kroeger (CRD# 6418164) is an Investment Advisor Representative working at Kroeger Financial Partners in Grass Valley, CA and has 1 year of experience in the finance industry. Orion Kroeger 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.
David Laplante (CRD# 2187509) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Grass Valley, CA and has over 32 years of experience in the finance industry.
Jonathan Lee (CRD# 1792041) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 36 years of experience in the finance industry.
Nathan Leishman (CRD# 5711285) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 5 years of experience in the finance industry.
Seth Leishman (CRD# 5095063) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 8 years of experience in the finance industry. Seth Leishman 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.
Sonja Lilja-Li (CRD# 4618492) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grass Valley, CA and has over 21 years of experience in the finance industry.
Ryan Meacher (CRD# 5197339) is an Investment Advisor Representative working at Edward Jones in Grass Valley, CA and has over 17 years of experience in the finance industry.
Kenneth Meyers (CRD# 2011745) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 33 years of experience in the finance industry.
Lucas Mijares (CRD# 6391747) is an Investment Advisor Representative working at Mariner Independent in Grass Valley, CA and has over 9 years of experience in the finance industry. Lucas Mijares 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.