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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
John Masterson (CRD# 4339363) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 23 years of experience in the finance industry.
Lindsay McGary (CRD# 5400560) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chesterton, IN and has over 16 years of experience in the finance industry. Lindsay McGary 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.
Matthew McGuirl (CRD# 6387872) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 9 years of experience in the finance industry.
Alan McKee (CRD# 1798892) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Saint Joseph, MI and has over 36 years of experience in the finance industry.
Robert McKee (CRD# 1223331) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Joseph, MI and has over 40 years of experience in the finance industry. Robert McKee 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.
Karla McLean (CRD# 5357892) is an Investment Advisor Representative working at Edward Jones in Saint Joseph, MI and has over 15 years of experience in the finance industry.
David McNabb (CRD# 6942570) is an Investment Advisor Representative working at Edward Jones in Saint Joseph, MI and has over 5 years of experience in the finance industry.
Albert Miller (CRD# 1789567) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 36 years of experience in the finance industry.
Albert Miller (CRD# 6450447) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 9 years of experience in the finance industry. Albert Miller 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.
Daniel Mitchell (CRD# 5871837) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, IN and has over 13 years of experience in the finance industry.