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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
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.
Kylie Hays (CRD# 6915291) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 4 years of experience in the finance industry. Kylie Hays 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.
Seth Hofstetter (CRD# 6274108) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 4 years of experience in the finance industry.
Frankz Jacobsen (CRD# 6012918) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lenexa, KS and has over 12 years of experience in the finance industry.
Chase Klusman (CRD# 7758243) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has 1 year of experience in the finance industry.
Broderick Kyle (CRD# 7611987) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Lenexa, KS and has 1 year of experience in the finance industry.