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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
Andrew Miller (CRD# 5545320) is an Investment Advisor Representative working at Creative Planning in Muncie, IN and has over 16 years of experience in the finance industry. Andrew 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.
Luke Mitchell (CRD# 4962858) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 18 years of experience in the finance industry.
Jarrad Odle (CRD# 5420599) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 16 years of experience in the finance industry.
Scott Olds (CRD# 5166111) is an Investment Advisor Representative working at Spc in Marion, IN and has over 17 years of experience in the finance industry.
Brian Osner (CRD# 5393333) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has over 16 years of experience in the finance industry. Brian Osner 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.
Jeremy Penrod (CRD# 6535034) is an Investment Advisor Representative working at Edward Jones in Bluffton, IN and has over 8 years of experience in the finance industry.
Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Upland, IN and has over 15 years of experience in the finance industry.
Cory Powell (CRD# 5923157) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Marion, IN and has over 12 years of experience in the finance industry.
Cory Reckard (CRD# 4310889) is an Investment Advisor Representative working at Reckard Cpa Advisors, LLC in Poneto, IN and has over 23 years of experience in the finance industry.
Michael Reynolds (CRD# 6432074) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 9 years of experience in the finance industry.