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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
Jackie Shupe (CRD# 2141796) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MO and has over 32 years of experience in the finance industry.
Nathaniel Simmons (CRD# 6612737) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Columbia, MO and has over 7 years of experience in the finance industry.
Timothy Sullivan (CRD# 5950985) is an Investment Advisor Representative working at Clarity Financial in Columbia, MO and has over 13 years of experience in the finance industry. Timothy Sullivan 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.
Jon Sundvold (CRD# 1881034) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 35 years of experience in the finance industry.
Maxwell Synon (CRD# 6976120) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MO and has over 5 years of experience in the finance industry.
Shelley Taylor-Short (CRD# 2492879) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Columbia, MO and has over 24 years of experience in the finance industry.
Joshua Thornhill (CRD# 6409315) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Columbia, MO and has over 8 years of experience in the finance industry.
Joseph Toepke (CRD# 6501576) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Columbia, MO and has over 7 years of experience in the finance industry.
Matthew Volk (CRD# 4661223) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MO and has over 20 years of experience in the finance industry.
Robert Weagley (CRD# 4629112) is an Investment Advisor Representative working at Sundvold Financial in Columbia , MO and has over 24 years of experience in the finance industry. Robert Weagley 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.