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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
Annette Goldman (CRD# 2882254) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 26 years of experience in the finance industry. Annette Goldman 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 Goldman (CRD# 2110174) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 33 years of experience in the finance industry. Jeffrey Goldman 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.
Adam Heggelund (CRD# 7024042) is an Investment Advisor Representative working at Edward Jones in Bigfork, MT and has over 5 years of experience in the finance industry.
Cody Kirk (CRD# 6443766) is an Investment Advisor Representative working at Wildrye Financial in Bigfork, MT and has over 8 years of experience in the finance industry. Cody Kirk 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 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.
Tara Allen (CRD# 7234118) is an Investment Advisor Representative working at Edward Jones in Bigfork, MT and has over 3 years of experience in the finance industry.
Scott Cummings (CRD# 7795834) is an Investment Advisor Representative working at Noisy Creek Capital in Bigfork, MT and has 1 year of experience in the finance industry.
Katherine Hicks (CRD# 7622939) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bigfork, MT and has 1 year of experience in the finance industry.
Spencer Reppond (CRD# 7595967) is an Investment Advisor Representative working at Reppond Investments, Inc. in Bigfork, MT and has 1 year of experience in the finance industry.