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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
Lori Blum (CRD# 5399962) is an Investment Advisor Representative working at Edward Jones in Gretna, NE and has over 16 years of experience in the finance industry.
Jacquelyn Denson (CRD# 6007474) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Gretna, NE and has over 10 years of experience in the finance industry. Jacquelyn Denson 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.
Timothy Matulka (CRD# 5377758) is an Investment Advisor Representative working at Edward Jones in Gretna, NE and has over 16 years of experience in the finance industry.
Brian Overton (CRD# 4786018) is an Investment Advisor Representative working at Edward Jones in Gretna, NE and has over 16 years of experience in the finance industry.
Keri Boyd (CRD# 6430122) is an Investment Advisor Representative working at Edward Jones in Gretna, NE and has 1 year of experience in the finance industry.
Roy Metter (CRD# 7324263) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Gretna, NE and has over 3 years of experience in the finance industry.
Daniel Thompson (CRD# 6596444) is an Investment Advisor Representative working at First Class Wealth Management LLC in Gretna, NE and has over 8 years of experience in the finance industry.
Jeffrey Weides (CRD# 7565625) is an Investment Advisor Representative working at Edward Jones in Gretna, NE and has 1 year of experience in the finance industry.
Brian Adams (CRD# 6059380) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lincoln, NE and has over 11 years of experience in the finance industry.
Steve Adams (CRD# 5297231) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Elkhorn, NE and has over 15 years of experience in the finance industry.