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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
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.
Daniel Shepard (CRD# 4593347) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 21 years of experience in the finance industry.
Matthew Shull (CRD# 5494307) is an Investment Advisor Representative working at Capital Investment Management, Inc. in Lees Summit, MO and has over 16 years of experience in the finance industry. Matthew Shull 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.
Matthew Sibbing (CRD# 3252058) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 18 years of experience in the finance industry.
Jayne Sikyta (CRD# 4703824) is an Investment Advisor Representative working at Insight Financial Services in Lees Summit, MO and has over 20 years of experience in the finance industry.
William Smith (CRD# 6353207) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Lees Summit, MO and has over 9 years of experience in the finance industry. William Smith 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.
Jesse Snow (CRD# 5765158) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 13 years of experience in the finance industry.
Benny Stewart (CRD# 5951317) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 12 years of experience in the finance industry.
Grant Stiles (CRD# 5370860) is an Investment Advisor Representative working at Rise Retirement, LLC in Lees Summit, MO and has over 16 years of experience in the finance industry.
Sara Stiles (CRD# 5289834) is an Investment Advisor Representative working at Rise Retirement, LLC in Lees Summit, MO and has over 16 years of experience in the finance industry. Sara Stiles 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.