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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
Philip Neville (CRD# 2890074) is an Investment Advisor Representative working at Wealth Advisors Network, Inc. in Greeley, CO and has over 26 years of experience in the finance industry. Philip Neville 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.
Jeffery Oconnell (CRD# 708038) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greeley, CO and has over 28 years of experience in the finance industry.
Jennifer Owens (CRD# 3215892) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greeley, CO and has over 21 years of experience in the finance industry. Jennifer Owens 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.
John Roessig (CRD# 1501738) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Greeley, CO and has over 36 years of experience in the finance industry. John Roessig 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.
Andrew Rutledge (CRD# 4076009) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greeley, CO and has 1 year of experience in the finance industry.
Laura Schnell (CRD# 5553248) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greeley, CO and has over 14 years of experience in the finance industry. Laura Schnell 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.
Jacob Shepard (CRD# 5112612) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greeley, CO and has over 7 years of experience in the finance industry. Jacob Shepard 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.
Dawn Strohecker (CRD# 5226828) is an Investment Advisor Representative working at Edward Jones in Greeley, CO and has over 17 years of experience in the finance industry.
Andrew Thiel (CRD# 7024151) is an Investment Advisor Representative working at Edward Jones in Greeley, CO and has over 5 years of experience in the finance industry.
Robert Timme (CRD# 6092545) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greeley, CO and has over 10 years of experience in the finance industry.