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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
Kirk Stafford (CRD# 5472381) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Meridian, ID and has over 16 years of experience in the finance industry.
Nathaniel Stoddard (CRD# 5194641) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Meridian, ID and has over 17 years of experience in the finance industry.
Ronald Strobel (CRD# 6261769) is an Investment Advisor Representative working at Retire Sensibly LLC in Meridian, ID and has over 10 years of experience in the finance industry. Ronald Strobel 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.
Paula Terry (CRD# 4692676) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Meridian, ID and has over 19 years of experience in the finance industry.
Julie Trudeau (CRD# 6784408) is an Investment Advisor Representative working at Primerica Advisors in Meridian, ID and has over 6 years of experience in the finance industry.
Dirk Wall (CRD# 6085798) is an Investment Advisor Representative working at Bison Advisors in Meridian, ID and has over 12 years of experience in the finance industry.
Stan Watts (CRD# 3024437) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Meridian, ID and has over 26 years of experience in the finance industry.
Sean West (CRD# 5400222) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 16 years of experience in the finance industry. Sean West 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.
William Westfall (CRD# 6609370) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 8 years of experience in the finance industry.