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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
Scott Moffitt (CRD# 2374748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Loveland, OH and has over 30 years of experience in the finance industry.
Christopher Oberholzer (CRD# 2261553) is an Investment Advisor Representative working at Infinity Wealth Counsel, LLC in Loveland, OH and has over 30 years of experience in the finance industry. Christopher Oberholzer 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.
Timothy Payne (CRD# 5690080) is an Investment Advisor Representative working at Edward Jones in Loveland, OH and has over 13 years of experience in the finance industry.
Casey Rains (CRD# 5504781) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Loveland, OH and has over 15 years of experience in the finance industry. Casey Rains 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.
Ian Roewer (CRD# 7039422) is an Investment Advisor Representative working at Edward Jones in Loveland, OH and has over 5 years of experience in the finance industry.
Michael Sauer (CRD# 3137812) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Loveland, OH and has over 25 years of experience in the finance industry. Michael Sauer 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.
Danielle Seurkamp (CRD# 5869012) is an Investment Advisor Representative working at Well Spent Wealth Planning in Loveland, OH and has 1 year of experience in the finance industry. Danielle Seurkamp 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.
Byron Smith (CRD# 5972540) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Loveland, OH and has over 12 years of experience in the finance industry.
Edward Smith (CRD# 2384354) is an Investment Advisor Representative working at Smith Capital Management, LLC in Loveland, OH and has over 22 years of experience in the finance industry.
Scott Strawser (CRD# 4803870) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Loveland, OH and has over 19 years of experience in the finance industry.