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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
Edward Patzer (CRD# 716052) is an Investment Advisor Representative working at Wells Fargo Advisors in Mishawaka, IN and has over 43 years of experience in the finance industry.
Steve Pischalko (CRD# 2475986) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mishawaka, IN and has over 28 years of experience in the finance industry.
Thomas Polaski (CRD# 1313780) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mishawaka, IN and has over 39 years of experience in the finance industry. Thomas Polaski 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.
Nicholas Powers (CRD# 6027467) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mishawaka, IN and has over 11 years of experience in the finance industry.
John Rosenthal (CRD# 5949639) is an Investment Advisor Representative working at Rosenthal | Henry Capital Advisors, Inc. in Mishawaka, IN and has over 12 years of experience in the finance industry.
Nathan Rumely (CRD# 3261585) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mishawaka, IN and has over 23 years of experience in the finance industry.
Rex Sallak (CRD# 3070086) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mishawaka, IN and has over 25 years of experience in the finance industry.
Jonathan Slocum (CRD# 6384240) is an Investment Advisor Representative working at Sym Financial Advisors in Mishawaka, IN and has 1 year of experience in the finance industry. Jonathan Slocum 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.
Brian Stanley (CRD# 4418434) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Mishawaka, IN and has over 22 years of experience in the finance industry.
Evan Stark (CRD# 6064939) is an Investment Advisor Representative working at Sym Financial Advisors in Mishawaka, IN and has over 8 years of experience in the finance industry. Evan Stark 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.