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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
Charles Hasnerl (CRD# 3053668) is an Investment Advisor Representative working at Spc in Knox, IN and has over 19 years of experience in the finance industry.
John Beckman (CRD# 2716146) is an Investment Advisor Representative working at Dunepark in Knox, IN and has over 22 years of experience in the finance industry.
Mark Anleitner (CRD# 4661368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Valparaiso, IN and has over 14 years of experience in the finance industry. Mark Anleitner 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.
Eric Garrard (CRD# 4389151) is an Investment Advisor Representative working at Advisory Services Network in Valparaiso, IN and has over 16 years of experience in the finance industry. Eric Garrard 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.
Robert Kammerer (CRD# 2032733) is an Investment Advisor Representative working at Life & Wealth LLC in Valparaiso, IN and has over 27 years of experience in the finance industry. Robert Kammerer 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.
Wesley Kotys (CRD# 4051934) is an Investment Advisor Representative working at Kotys Wealth Professionals in Valparaiso, IN and has over 18 years of experience in the finance industry. Wesley Kotys 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.
Thomas Krafft (CRD# 1211598) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 18 years of experience in the finance industry. Thomas Krafft 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.
Gerald Mang (CRD# 2228023) is an Investment Advisor Representative working at Lakeside Wealth Management Group, LLC in Chesterton, IN and has over 13 years of experience in the finance industry. Gerald Mang 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.
Albert Miller (CRD# 1789567) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 30 years of experience in the finance industry.
David Osborn (CRD# 1502594) is an Investment Advisor Representative working at Osborn Wealth Management in La Porte, IN and has over 31 years of experience in the finance industry. David Osborn 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.