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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
Kevin Wood (CRD# 4665851) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 20 years of experience in the finance industry.
Thomas Wood (CRD# 2324054) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 30 years of experience in the finance industry.
Perry Woolard (CRD# 1158940) is an Investment Advisor Representative working at First American Financial Advisors, Inc. in Lees Summit, MO and has over 40 years of experience in the finance industry.
Michael Zung (CRD# 6974834) is an Investment Advisor Representative working at Java Wealth Planning in Lees Summit, MO and has over 6 years of experience in the finance industry. Michael Zung 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.
Jeffrey Barton (CRD# 5602964) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lees Summit, MO and has over 4 years of experience in the finance industry.
Andrew Beil (CRD# 6343436) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 9 years of experience in the finance industry. Andrew Beil 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.
Heather Bergen (CRD# 4973673) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 2 years of experience in the finance industry.
Lauren Berry (CRD# 7189482) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 4 years of experience in the finance industry.
Michael Blau (CRD# 2111804) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lees Summit, MO and has over 23 years of experience in the finance industry.
Ivy Brito (CRD# 4540003) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lees Summit, MO and has over 17 years of experience in the finance industry.