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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
Loree Crowe (CRD# 7434880) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Batesville, IN and has over 2 years of experience in the finance industry.
Morgan Denham (CRD# 6942866) is an Investment Advisor Representative working at Edward Jones in Greensburg, IN and has over 4 years of experience in the finance industry.
Allison Kees (CRD# 5531307) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hebron, KY and has over 15 years of experience in the finance industry.
Mark Ludmann (CRD# 2871588) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 19 years of experience in the finance industry.
Adam Maucher (CRD# 7492978) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lawrenceburg, IN and has over 2 years of experience in the finance industry.
Danielle Maxwell (CRD# 5406184) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Union, KY and has over 16 years of experience in the finance industry.
Bryan McClatchie (CRD# 7618045) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Union, KY and has 1 year of experience in the finance industry.
Andrew Moenter (CRD# 7471576) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Batesville, IN and has over 2 years of experience in the finance industry. Andrew Moenter 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.
Timothy Noe (CRD# 7292113) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 3 years of experience in the finance industry.
Scott Richards (CRD# 4729105) is an Investment Advisor Representative working at Prudential Financial Planning Services in Greensburg, IN and has over 20 years of experience in the finance industry.