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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
Kathleen Kerr (CRD# 3207583) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Santa Fe, NM and has over 18 years of experience in the finance industry.
James Kimball (CRD# 6490710) is an Investment Advisor Representative working at Market Gauge Asset Management in Santa Fe, NM and has over 10 years of experience in the finance industry.
Elijah King (CRD# 6091882) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 11 years of experience in the finance industry.
Johann Klaassen (CRD# 4280579) is an Investment Advisor Representative working at Horizons Sustainable Financial Services, Inc. in Palmer Lake, CO and has over 15 years of experience in the finance industry.
Johann 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 putclients' interests first and comply with the Financial Planning...
Lea Ann Knight (CRD# 2911144) is an Investment Advisor Representative working at Better Money Decisions in Santa Fe, NM and has over 22 years of experience in the finance industry. Lea Ann Knight 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.
Michael Knutstrom (CRD# 4587503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 21 years of experience in the finance industry.
Susan Koe (CRD# 4819343) is an Investment Advisor Representative working at Better Money Decisions in Santa Fe, NM and has over 12 years of experience in the finance industry. Susan Koe 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.
Cole Kopacek (CRD# 5751571) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 14 years of experience in the finance industry.
Kerry Lee (CRD# 2688537) is an Investment Advisor Representative working at Altamira Financial Group, LLC in Santa Fe, NM and has over 28 years of experience in the finance industry.
Sherry Liu (CRD# 5701053) is an Investment Advisor Representative working at Millstein Advisors, LLC in Santa Fe, NM and has over 16 years of experience in the finance industry.