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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
Matthew Lerch (CRD# 6018321) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, IN and has over 11 years of experience in the finance industry.
Mark Lorenz (CRD# 6676101) is an Investment Advisor Representative working at Lorenz Financial in West Lafayette, IN and has over 7 years of experience in the finance industry.
Kyle Lutes (CRD# 4619109) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Crawfordsville, IN and has over 21 years of experience in the finance industry.
James Macdonald (CRD# 1452505) is an Investment Advisor Representative working at Gettings Reed Financial in Lafayette, IN and has over 38 years of experience in the finance industry. James Macdonald 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.
Brianna Madren (CRD# 6686584) is an Investment Advisor Representative working at Invst, LLC in Lafayette, IN and has over 7 years of experience in the finance industry. Brianna Madren 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.
Jon McCardle (CRD# 4369983) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Lafayette, IN and has over 23 years of experience in the finance industry.
David McGaughey (CRD# 1401961) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, IN and has over 38 years of experience in the finance industry.
Jeremy McKitrick (CRD# 4037622) is an Investment Advisor Representative working at Edward Jones in Lafayette, IN and has over 23 years of experience in the finance industry.
Michael Meador (CRD# 2834592) is an Investment Advisor Representative working at Money Concepts Advisory Service in Rossville, IN and has over 26 years of experience in the finance industry.