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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
Brenda Cooper Dunham (CRD# 2369444) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Independence, MO and has over 24 years of experience in the finance industry.
Jared Fears (CRD# 4481808) is an Investment Advisor Representative working at Freedom Financial Advisors, LLC in Independence, MO and has over 16 years of experience in the finance industry. Jared Fears 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.
Ronald Finke (CRD# 1087361) is an Investment Advisor Representative working at Stewardship Capital in Independence, MO and has over 35 years of experience in the finance industry.
Clarence Franklin (CRD# 3186895) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Independence, MO and has over 18 years of experience in the finance industry. Clarence Franklin 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.
Kristine McKinley (CRD# 4235168) is an Investment Advisor Representative working at Beacon Financial Advisors, LLC in Independence, MO and has over 17 years of experience in the finance industry. Kristine McKinley 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.
Christopher Walden (CRD# 2379194) is an Investment Advisor Representative working at Heartland Capital Advisors, L.c. in Independence, MO and has over 24 years of experience in the finance industry. Christopher Walden 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.
Jeffrey Walters (CRD# 4438906) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Independence, MO and has over 16 years of experience in the finance industry. Jeffrey Walters 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.
Jason Anderson (CRD# 3239094) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Independence, MO and has over 18 years of experience in the finance industry.
Michael Banes (CRD# 5736164) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Independence, MO and has over 7 years of experience in the finance industry.
Brett Brennan (CRD# 5795226) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Independence, MO and has over 6 years of experience in the finance industry. Brett Brennan 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.