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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
Nancy Vanloo (CRD# 5020953) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 18 years of experience in the finance industry.
Jared Walsh (CRD# 4844150) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 19 years of experience in the finance industry. Jared Walsh 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.
Tony Wendeln (CRD# 4305229) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Piqua, OH and has over 14 years of experience in the finance industry.
Brian Wentling (CRD# 2242826) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 31 years of experience in the finance industry.
Brenda Westbeld (CRD# 1918241) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 33 years of experience in the finance industry.
Shannon Wilkerson (CRD# 5186700) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, OH and has over 9 years of experience in the finance industry.
Mary Ann Wireman (CRD# 4678978) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 16 years of experience in the finance industry.
Marshall Wolowicz (CRD# 2051478) is an Investment Advisor Representative working at Edward Jones in Kenton, OH and has over 34 years of experience in the finance industry.
Justin Wurster (CRD# 5641887) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Piqua, OH and has over 13 years of experience in the finance industry. Justin Wurster 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.
Danielle Yingst (CRD# 6199738) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 10 years of experience in the finance industry.