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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
Joel Pemberton (CRD# 5863363) is an Investment Advisor Representative working at Edward Jones in Whitefish, MT and has over 13 years of experience in the finance industry.
Ronald Phillis (CRD# 2931332) is an Investment Advisor Representative working at Ivernia Capital, LLC in Bigfork, MT and has over 13 years of experience in the finance industry.
Ben Reppond (CRD# 6308084) is an Investment Advisor Representative working at Reppond Investments, Inc. in Bigfork, MT and has over 10 years of experience in the finance industry.
Kenneth Robbins (CRD# 5629358) is an Investment Advisor Representative working at Eagle Spirit Investments Consulting, Inc. in Rollins, MT and has over 14 years of experience in the finance industry.
Dwight Robins (CRD# 2156963) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 32 years of experience in the finance industry.
Thomas Schuch (CRD# 5971148) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Whitefish, MT and has over 11 years of experience in the finance industry. Thomas Schuch 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.
Daniel Short (CRD# 1506298) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 37 years of experience in the finance industry.
James Stack (CRD# 2458324) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 30 years of experience in the finance industry.
Lisa Stack (CRD# 2458316) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 30 years of experience in the finance industry.
Austin Taylor (CRD# 5379271) is an Investment Advisor Representative working at Bow Stream Investments LLC in Whitefish, MT and has over 16 years of experience in the finance industry.