-
Distance Only Lees Summit, MO
-
COMPENSATION Either
-
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
Stephen Stricklin (CRD# 4690440) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 20 years of experience in the finance industry. Stephen Stricklin 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.
Steven Stringberg (CRD# 1016219) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 42 years of experience in the finance industry.
Kelly Van Deusen (CRD# 3159127) is an Investment Advisor Representative working at Edelman Financial Engines in Lees Summit, MO and has over 24 years of experience in the finance industry.
Robert Vansandt (CRD# 3115929) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lees Summit, MO and has over 25 years of experience in the finance industry.
Scott Wall (CRD# 6526227) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 8 years of experience in the finance industry. Scott Wall 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.
Stephen White (CRD# 2536802) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 23 years of experience in the finance industry.
Joel Wilson (CRD# 6703819) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 7 years of experience in the finance industry.
Terek Wilson (CRD# 5645051) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 15 years of experience in the finance industry.
Thomas Wilson (CRD# 6211287) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 10 years of experience in the finance industry.
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.