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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
Stephanie Moos (CRD# 6359715) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 9 years of experience in the finance industry.
Timothy Niebel (CRD# 3006084) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 26 years of experience in the finance industry.
Kevin Niekamp (CRD# 5374784) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 16 years of experience in the finance industry.
Clay Plaugher (CRD# 6554775) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 6 years of experience in the finance industry.
Robert Poling (CRD# 2453046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 30 years of experience in the finance industry. Robert Poling 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.
George Ricks (CRD# 3096461) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lima, OH and has over 20 years of experience in the finance industry.
Dennis Rockhold (CRD# 2850012) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 16 years of experience in the finance industry.
Kenneth Rumbaugh (CRD# 1364691) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lima, OH and has over 23 years of experience in the finance industry.
William Sackett (CRD# 2269815) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lima, OH and has 1 year of experience in the finance industry.
Timothy Sielschott (CRD# 4417236) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 19 years of experience in the finance industry.