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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
Nicholas Liskey (CRD# 5004092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Bend, IN and has over 13 years of experience in the finance industry.
Wendy Loehr (CRD# 6749041) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 7 years of experience in the finance industry. Wendy Loehr 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.
Dathan Lumpkins (CRD# 4697042) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Joseph, MI and has over 20 years of experience in the finance industry.
Andrew Lynch (CRD# 6749833) is an Investment Advisor Representative working at Choreo, LLC in South Bend, IN and has over 7 years of experience in the finance industry. Andrew Lynch 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.
Anthony Lyons (CRD# 2405670) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has over 30 years of experience in the finance industry.
Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 9 years of experience in the finance industry.
Gerald Madsen (CRD# 5587313) is an Investment Advisor Representative working at Edward Jones in South Bend, IN and has over 15 years of experience in the finance industry.
Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 18 years of experience in the finance industry.
Gerald Mang (CRD# 2228023) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 19 years of experience in the finance industry. Gerald Mang 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.
Beth Marsh (CRD# 2782044) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Saint Joseph, MI and has over 27 years of experience in the finance industry.