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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
Ryan Mickelson (CRD# 5127583) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 17 years of experience in the finance industry. Ryan Mickelson 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 Milholland (CRD# 2102630) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 32 years of experience in the finance industry.
Matthew Milholland (CRD# 6154930) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 10 years of experience in the finance industry. Matthew Milholland 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.
Joseph Mitchell (CRD# 2692888) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 27 years of experience in the finance industry.
Norman Moore (CRD# 4649777) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Columbus, OH and has over 17 years of experience in the finance industry.
Ryan Neff (CRD# 6007319) is an Investment Advisor Representative working at Life, Inc. Retirement Services in Delaware, OH and has over 3 years of experience in the finance industry.
Justin Neuwirt (CRD# 6218477) is an Investment Advisor Representative working at Neu Wealth Group in Columbus, OH and has over 10 years of experience in the finance industry. Justin Neuwirt 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 O'connell (CRD# 5318642) is an Investment Advisor Representative working at Bullrock Capital, LLC in Dublin, OH and has over 12 years of experience in the finance industry. Daniel O'connell 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.
Darin Olson (CRD# 1574084) is an Investment Advisor Representative working at Edward Jones in Bellefontaine, OH and has over 34 years of experience in the finance industry.
Paul Pfeiffer (CRD# 2094381) is an Investment Advisor Representative working at Northpoint Financial Planning LLC in Delaware, OH and has over 30 years of experience in the finance industry. Paul Pfeiffer 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.