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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
Darrin Critchet (CRD# 2989086) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 18 years of experience in the finance industry.
Michael Cryan (CRD# 2272646) is an Investment Advisor Representative working at Avantax Advisory Services in Toledo, OH and has over 29 years of experience in the finance industry.
Adam Cufr, RICP® is a founding principal of Fourth Dimension Financial Group, LLC, and is an author, a sought-after media commentator and thought leader. Adam was named one of The 20 Most Creative People In Insurance in 2015, a columnist for Retirement Advisor Magazine, and is the author of Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy.
Adam has been featured in national publications such as The Wall Street Journal, Senior Market Advisor Magazine, LifeHealthPro, as well as locally in The Toledo Blade, The Defiance Crescent News and The Bryan Times. Adam...
George Damasco (CRD# 1000231) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 42 years of experience in the finance industry.
George Damasco (CRD# 5209996) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 15 years of experience in the finance industry.
Jeffrey Daney (CRD# 5258423) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, OH and has over 16 years of experience in the finance industry.
Matthew Darah (CRD# 6272067) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 10 years of experience in the finance industry.
Ryan Dauterman (CRD# 4383683) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bowling Green, OH and has over 17 years of experience in the finance industry.
Mary Davenport-Yant (CRD# 3109818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bowling Green, OH and has over 23 years of experience in the finance industry. Mary Davenport-Yant 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.
Robert Davis (CRD# 5406140) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 15 years of experience in the finance industry.