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Distance Only Lees Summit, MO
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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
Kathy Postoak (CRD# 1855695) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 25 years of experience in the finance industry.
Cameron Pumphrey (CRD# 6323456) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 9 years of experience in the finance industry.
Andrew Reynolds (CRD# 6837893) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 6 years of experience in the finance industry.
Mark Riefer (CRD# 2074727) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 33 years of experience in the finance industry.
Stephen Rodewald (CRD# 2026537) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 34 years of experience in the finance industry.
Brian Ross (CRD# 6771727) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 6 years of experience in the finance industry.
Brian Sandy (CRD# 6636790) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 7 years of experience in the finance industry.
Mark Sandy (CRD# 1076719) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 41 years of experience in the finance industry.
Thomas Schlosser (CRD# 835839) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 36 years of experience in the finance industry.
Troy Schuster (CRD# 3222303) is an Investment Advisor Representative working at Capital Investment Management, Inc. in Lees Summit, MO and has over 24 years of experience in the finance industry. Troy Schuster 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.