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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
Jeffrey Holzbach (CRD# 2752350) is an Investment Advisor Representative working at Morgan Stanley in Fishers, IN and has over 27 years of experience in the finance industry.
John Hooker (CRD# 3174579) is an Investment Advisor Representative working at Edward Jones in Anderson, IN and has over 25 years of experience in the finance industry.
Devin Hornsby (CRD# 6668825) is an Investment Advisor Representative working at Edward Jones in Connersville, IN and has over 7 years of experience in the finance industry.
Shaun Irwin (CRD# 4934031) is an Investment Advisor Representative working at Forum Private Client Group in Fishers, IN and has over 18 years of experience in the finance industry. Shaun Irwin 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.
Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 16 years of experience in the finance industry.
Michael Kessel (CRD# 5138369) is an Investment Advisor Representative working at Lpl Financial LLC in Fishers, IN and has over 17 years of experience in the finance industry.
Willard Klink (CRD# 837623) is an Investment Advisor Representative working at Cornerstone Advisory, LLC in Greenfield, IN and has over 40 years of experience in the finance industry.
Gregory Knecht (CRD# 5353694) is an Investment Advisor Representative working at Edward Jones in Greenfield, IN and has over 16 years of experience in the finance industry.
Vincent Kotarski (CRD# 1563569) is an Investment Advisor Representative working at Principal Securities, Inc. in Fishers, IN and has over 37 years of experience in the finance industry.
Ryan Lawson (CRD# 6367321) is an Investment Advisor Representative working at OneAmerica Securities in Indianapolis, IN and has 2 years of experience in the finance industry.