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Distance Only Lenexa, KS
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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
Nicole Bartel (CRD# 4451988) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 6 years of experience in the finance industry.
James Boldt (CRD# 1942048) is an Investment Advisor Representative working at Lexaurum Advisors in Lenexa, KS and has over 14 years of experience in the finance industry.
Clay Brethour (CRD# 2293332) is an Investment Advisor Representative working at Maclura Investments in Lenexa, KS and has over 30 years of experience in the finance industry.
Michelle Cannan (CRD# 5102334) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 17 years of experience in the finance industry.
Daniel Cox (CRD# 7892495) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has 1 year of experience in the finance industry.
Lalitkumar Dhande (CRD# 2474689) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 6 years of experience in the finance industry.
Joshua Edens (CRD# 6785804) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 6 years of experience in the finance industry.
Tanner Garrett (CRD# 7764807) is an Investment Advisor Representative working at Family Investment Center in Lenexa, KS and has 1 year of experience in the finance industry. Tanner Garrett 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.
Zachary Ghilino (CRD# 7894712) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has 1 year of experience in the finance industry.
George Hart (CRD# 7324683) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 3 years of experience in the finance industry.