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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
Carrie Murray (CRD# 4598284) is an Investment Advisor Representative working at State Farm Investment Management Corp. in N Kansas City, MO and has over 21 years of experience in the finance industry.
Gary Nagel (CRD# 344536) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gladstone, MO and has over 43 years of experience in the finance industry.
Douglas Nelson (CRD# 4229188) is an Investment Advisor Representative working at Lincoln Investment in Kansas City, MO and has over 23 years of experience in the finance industry. Douglas Nelson 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.
Dennis Newkirk (CRD# 3229087) is an Investment Advisor Representative working at Delta Wealth Solutions, LLC in Kansas City, MO and has over 25 years of experience in the finance industry. Dennis Newkirk 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.
Paul Newland (CRD# 2364884) is an Investment Advisor Representative working at Lpl Financial LLC in Kansas City, MO and has over 30 years of experience in the finance industry.
Ryan Noble (CRD# 4931140) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 18 years of experience in the finance industry. Ryan Noble 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.
Paul Nunes (CRD# 2512370) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kansas City, MO and has over 29 years of experience in the finance industry.
Jacqueline O'brien (CRD# 5741062) is an Investment Advisor Representative working at Creative Planning in Kansas City, MO and has 1 year of experience in the finance industry. Jacqueline O'brien 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.
Bret Ohlhausen (CRD# 3008136) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kansas City, MO and has over 23 years of experience in the finance industry.
Wayne Oltjen (CRD# 4344288) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 23 years of experience in the finance industry.