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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
Douglas Coe (CRD# 2208877) is an Investment Advisor Representative working at Moody Reid Financial Advisors LP in Kansas City, MO and has over 32 years of experience in the finance industry.
Daniel Contreras (CRD# 4354594) is an Investment Advisor Representative working at Cuso Financial Services in Kansas City, MO and has over 15 years of experience in the finance industry.
Bruce Cramer (CRD# 1795302) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kansas City, MO and has over 35 years of experience in the finance industry.
Denise Crawford (CRD# 6736973) is an Investment Advisor Representative working at Missionsquare Retirement in Kansas City, MO and has over 5 years of experience in the finance industry.
David Cuba (CRD# 2199804) is an Investment Advisor Representative working at Lincoln Investment in Kansas City, MO and has over 32 years of experience in the finance industry.
Dana Cunningham (CRD# 2204232) is an Investment Advisor Representative working at Raymond James Investment Management in Kansas City, MO and has over 17 years of experience in the finance industry.
Christopher Cusack (CRD# 6440993) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Kansas City, MO and has over 2 years of experience in the finance industry.
Maya Dahab (CRD# 6549868) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kansas City, MO and has over 8 years of experience in the finance industry.
Mathew Dahlberg (CRD# 6065607) is an Investment Advisor Representative working at Main Street Investments in Kansas City, MO and has over 12 years of experience in the finance industry. Mathew Dahlberg 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.
Blake Davies (CRD# 6789653) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 6 years of experience in the finance industry.