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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
Michael Landau (CRD# 301400) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ketchum, ID and has over 44 years of experience in the finance industry.
Noah Levine (CRD# 4277959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ketchum, ID and has over 23 years of experience in the finance industry.
Matthew McNeal (CRD# 5668796) is an Investment Advisor Representative working at American Capital Advisory, LLC in Ketchum, ID and has over 14 years of experience in the finance industry.
Thomas Nelson (CRD# 4880849) is an Investment Advisor Representative working at Sky-mountain Capital Management in Ketchum, ID and has over 19 years of experience in the finance industry. Thomas Nelson 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.
Lori Nurge (CRD# 2856788) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ketchum, ID and has over 26 years of experience in the finance industry. Lori Nurge 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.
Peter Palmedo (CRD# 721012) is an Investment Advisor Representative working at Sun Valley Gold LLC in Ketchum, ID and has over 32 years of experience in the finance industry.
Robin Robertson (CRD# 1314405) is an Investment Advisor Representative working at Pacific Peak Advisors, LLC in Ketchum, ID and has over 35 years of experience in the finance industry.
Richard Schwartzbard (CRD# 4083272) is an Investment Advisor Representative working at Commonwealth Financial Network in Ketchum, ID and has over 24 years of experience in the finance industry.
Neil Siegel (CRD# 2318971) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ketchum, ID and has over 30 years of experience in the finance industry.
Julie Steinman (CRD# 1619328) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 37 years of experience in the finance industry. Julie Steinman 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.