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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
Brian Leslie (CRD# 5056329) is an Investment Advisor Representative working at Edelman Financial Engines in Omaha, NE and has over 18 years of experience in the finance industry. Brian Leslie 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.
Richard Lipprand (CRD# 1357439) is an Investment Advisor Representative working at Western International Securities in Elkhorn, NE and has over 20 years of experience in the finance industry. Richard Lipprand 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.
Jenette Martens (CRD# 6683074) is an Investment Advisor Representative working at Edward Jones in Dunlap, IA and has over 7 years of experience in the finance industry.
Jeffrey Matuella (CRD# 2697434) is an Investment Advisor Representative working at Jb Financial Services, Inc. in Omaha, NE and has over 23 years of experience in the finance industry.
Christopher May (CRD# 6870953) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhorn, NE and has over 6 years of experience in the finance industry.
Scott Mayo (CRD# 2955731) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elkhorn, NE and has over 26 years of experience in the finance industry.
David McCaskill (CRD# 4405143) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 22 years of experience in the finance industry.
Jack McDonnell (CRD# 4100506) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 24 years of experience in the finance industry.
Lauren McDonnell (CRD# 5937288) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 9 years of experience in the finance industry.
Phil McDonnell (CRD# 5114897) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 18 years of experience in the finance industry. Phil McDonnell 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.