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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
Jerry Jacobs (CRD# 256432) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 37 years of experience in the finance industry. Jerry Jacobs 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.
Michael Johnson (CRD# 2336046) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bryan, OH and has over 30 years of experience in the finance industry.
Thomas Knippa (CRD# 3031562) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 25 years of experience in the finance industry. Thomas Knippa 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 Lanphear (CRD# 7035472) is an Investment Advisor Representative working at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN and has over 5 years of experience in the finance industry.
Christopher Lipper (CRD# 4298665) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 21 years of experience in the finance industry. Christopher Lipper 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.
Douglas Lockwood (CRD# 1703831) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 35 years of experience in the finance industry. Douglas Lockwood 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.
Bill Mann (CRD# 2694463) is an Investment Advisor Representative working at Spc in Bryan, OH and has over 26 years of experience in the finance industry.
Kentrina Mapes (CRD# 5476552) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.
Benjamin McBride (CRD# 5975209) is an Investment Advisor Representative working at Edward Jones in Auburn, IN and has over 12 years of experience in the finance industry.
Bridget McDermott (CRD# 2647809) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, IN and has over 28 years of experience in the finance industry.