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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
Jason Kendall (CRD# 5625173) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry. Jason Kendall 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.
Daniel Kennedy (CRD# 1593623) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Huntington, IN and has over 37 years of experience in the finance industry. Daniel Kennedy 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.
Daniel Kerr (CRD# 6034647) is an Investment Advisor Representative working at Whitestone Capital Management LLC in North Manchester, IN and has over 12 years of experience in the finance industry.
Kent Lalonde (CRD# 3241329) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry. Kent Lalonde 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.
Robin Lee (CRD# 3166016) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 25 years of experience in the finance industry.
Nathan Legrand (CRD# 2657326) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 28 years of experience in the finance industry. Nathan Legrand 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.
Mark Leming (CRD# 6805636) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 6 years of experience in the finance industry.
Jeffery Lillie (CRD# 4118277) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry.
Mylon Logan (CRD# 3052791) is an Investment Advisor Representative working at Lincoln Investment in Marion, IN and has over 25 years of experience in the finance industry.
David Lolley (CRD# 4582305) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 21 years of experience in the finance industry.