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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
Kyle Bruskotter (CRD# 5634560) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kalida, OH and has over 8 years of experience in the finance industry.
Edward Abbey (CRD# 809243) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 40 years of experience in the finance industry.
Michael Allen (CRD# 2334231) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Columbus Grove, OH and has over 25 years of experience in the finance industry.
Heather Allman (CRD# 5619817) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Defiance, OH and has over 15 years of experience in the finance industry.
Allyse Averesch (CRD# 6497235) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bluffton, OH and has over 7 years of experience in the finance industry.
Gregory Averesch (CRD# 4160816) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bluffton, OH and has over 23 years of experience in the finance industry.
Rebecca Baugh (CRD# 4970915) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Craig Bauman (CRD# 4443488) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Douglas Bell (CRD# 1975328) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lima, OH and has 1 year of experience in the finance industry.
Jason Bernal (CRD# 5726892) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 13 years of experience in the finance industry. Jason Bernal 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.