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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
Theodore Bertke (CRD# 2298483) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has 1 year of experience in the finance industry.
Garrett Gray (CRD# 6422980) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has 1 year of experience in the finance industry.
Troy Prenger (CRD# 6189155) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has over 10 years of experience in the finance industry.
Matthew Anderson (CRD# 6324829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
Jason Anthony (CRD# 2714045) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Piqua, OH and has over 28 years of experience in the finance industry.
Matthew Arnold (CRD# 1473607) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 37 years of experience in the finance industry. Matthew Arnold 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.
James Barhorst (CRD# 2451911) is an Investment Advisor Representative working at Avantax Advisory Services in Covington, OH and has over 19 years of experience in the finance industry.
Trisha Barnes (CRD# 4134475) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 13 years of experience in the finance industry.
Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.
Rebecca Baugh (CRD# 4970915) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.