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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
Kent Koch (CRD# 5127115) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 15 years of experience in the finance industry.
Tricia Kubik (CRD# 3263471) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, NE and has over 24 years of experience in the finance industry.
Bruce Lear (CRD# 2512908) is an Investment Advisor Representative working at Novem Group in Grand Island, NE and has over 29 years of experience in the finance industry.
April Mason (CRD# 6385472) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aurora, NE and has over 6 years of experience in the finance industry.
Philip McBride (CRD# 5303038) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 16 years of experience in the finance industry. Philip McBride 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.
Joshua Meier (CRD# 5548339) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Grand Island, NE and has over 15 years of experience in the finance industry.
Daniel Monaghan (CRD# 1633928) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 36 years of experience in the finance industry. Daniel Monaghan 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.
Thomas Noble (CRD# 2422921) is an Investment Advisor Representative working at Edward Jones in Grand Island, NE and has over 30 years of experience in the finance industry.
Shawn Oconnor (CRD# 3198116) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Island, NE and has over 25 years of experience in the finance industry.
Timothy Oconnor (CRD# 1688989) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Island, NE and has over 31 years of experience in the finance industry.