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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
Bridget McDermott (CRD# 2647809) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, IN and has over 28 years of experience in the finance industry.
Peter McDonald (CRD# 4808534) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kendallville, IN and has over 19 years of experience in the finance industry.
Brad Michels (CRD# 2797528) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry. Brad Michels 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.
Austin Miller (CRD# 6399252) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 9 years of experience in the finance industry.
James Morrison (CRD# 340742) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 41 years of experience in the finance industry.
Brian Neal (CRD# 5353738) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 16 years of experience in the finance industry.
Keith Neuenschwander (CRD# 1036491) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 20 years of experience in the finance industry.
Kevin Nice (CRD# 6686425) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Goshen, IN and has over 7 years of experience in the finance industry. Kevin Nice 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.
Joshua Nix (CRD# 5648898) is an Investment Advisor Representative working at Edward Jones in Kendallville, IN and has over 14 years of experience in the finance industry.
Alisha Norris (CRD# 5367656) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.