-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brent Owens (CRD# 2261719) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 31 years of experience in the finance industry.
Mickey Owens (CRD# 1437001) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 37 years of experience in the finance industry. Mickey Owens 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.
Pietro Passalacqua (CRD# 2299676) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 30 years of experience in the finance industry. Pietro Passalacqua 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.
Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Upland, IN and has over 15 years of experience in the finance industry.
Matthew Powlen (CRD# 4901387) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 17 years of experience in the finance industry.
Ryan Pownall (CRD# 7051129) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Kokomo, IN and has over 5 years of experience in the finance industry.
Otto Ray (CRD# 3112191) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 25 years of experience in the finance industry. Otto Ray 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.
Cory Reckard (CRD# 4310889) is an Investment Advisor Representative working at Reckard Cpa Advisors, LLC in Poneto, IN and has over 23 years of experience in the finance industry.
Steven Rector (CRD# 6835212) is an Investment Advisor Representative working at Edward Jones in Kokomo, IN and has over 6 years of experience in the finance industry.
Scott Reed (CRD# 5921661) is an Investment Advisor Representative working at Edward Jones in Elwood, IN and has over 12 years of experience in the finance industry.