-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Bradley Smith (CRD# 5844688) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Niguel, CA and has over 13 years of experience in the finance industry.
Dustin Tenbroeck (CRD# 5019784) is an Investment Advisor Representative working at Presidio Capital Management, LLC in Ladera Ranch, CA and has over 18 years of experience in the finance industry. Dustin Tenbroeck 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.
Arthur Thielen (CRD# 4525121) is an Investment Advisor Representative working at Thielen Capital Corporation in Ladera Ranch, CA and has over 22 years of experience in the finance industry.
Scott Ziegelmeier (CRD# 4561787) is an Investment Advisor Representative working at Eagle Strategies LLC in Ladera Ranch, CA and has over 21 years of experience in the finance industry.
Robert Bills (CRD# 4486549) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ladera Ranch, CA and has over 22 years of experience in the finance industry.
Bradley Davidson (CRD# 5142256) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 5 years of experience in the finance industry.
Kyle De Paolo (CRD# 5707832) is an Investment Advisor Representative working at Depaolo & May Strategic Wealth LLC in Ladera Ranch, CA and has over 14 years of experience in the finance industry.
Bradley Johnson (CRD# 7332737) is an Investment Advisor Representative working at Evergreen Capital Holdings, LLC in Ladera Ranch, CA and has over 3 years of experience in the finance industry.
Austin Lee (CRD# 5415765) is an Investment Advisor Representative working at Lee Financial Group in Ladera Ranch, CA and has over 3 years of experience in the finance industry.
Dane May (CRD# 7780369) is an Investment Advisor Representative working at Depaolo & May Strategic Wealth LLC in Ladera Ranch, CA and has 1 year of experience in the finance industry.