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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
William Maar (CRD# 2593622) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 28 years of experience in the finance industry.
Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 18 years of experience in the finance industry.
Gerald Mang (CRD# 2228023) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 19 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.
Lisa Marek (CRD# 2150069) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Valparaiso, IN and has over 32 years of experience in the finance industry.
Megan Marshall (CRD# 6339958) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 7 years of experience in the finance industry.
Frank Martin (CRD# 4775343) is an Investment Advisor Representative working at Lpl Financial LLC in Michigan City, IN and has over 19 years of experience in the finance industry. Frank Martin 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.
John Masterson (CRD# 4339363) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 23 years of experience in the finance industry.
Lindsay McGary (CRD# 5400560) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chesterton, IN and has over 16 years of experience in the finance industry. Lindsay McGary 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.
Matthew McGuirl (CRD# 6387872) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 9 years of experience in the finance industry.
Rakesh Mehta (CRD# 2757921) is an Investment Advisor Representative working at Mehta Money, LLC in South Bend, IN and has over 27 years of experience in the finance industry. Rakesh Mehta 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.