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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
Jeffry Phillips (CRD# 1986878) is an Investment Advisor Representative working at Lpl Financial LLC in Norfolk, NE and has over 34 years of experience in the finance industry. Jeffry Phillips 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.
Nathanial Phillips (CRD# 6263683) is an Investment Advisor Representative working at Lpl Financial LLC in West Point, NE and has over 10 years of experience in the finance industry. Nathanial Phillips 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.
Lynette Pofahl (CRD# 1113439) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has 1 year of experience in the finance industry.
Aaron Prokopec (CRD# 4863156) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, NE and has over 19 years of experience in the finance industry.
Nathan Raabe (CRD# 5562130) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 15 years of experience in the finance industry.
Brian Rech (CRD# 2461985) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norfolk, NE and has over 30 years of experience in the finance industry.
Travis Riggert (CRD# 4548953) is an Investment Advisor Representative working at Commonwealth Financial Network in Norfolk, NE and has over 21 years of experience in the finance industry. Travis Riggert 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.
Randall Rohde (CRD# 849989) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Norfolk, NE and has over 25 years of experience in the finance industry.
Jack Rother (CRD# 5527886) is an Investment Advisor Representative working at Commonwealth Financial Network in Norfolk, NE and has over 15 years of experience in the finance industry. Jack Rother 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.
Ryan Ruth (CRD# 5393789) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, NE and has over 16 years of experience in the finance industry.