-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jacob Yoder (CRD# 6568236) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montpelier, OH and has over 2 years of experience in the finance industry.
Heather Allman (CRD# 5619817) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Defiance, OH and has over 15 years of experience in the finance industry.
Emily Altaffer (CRD# 5725299) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 14 years of experience in the finance industry.
Emily Amburgey (CRD# 5591514) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 10 years of experience in the finance industry.
Kimberly Baker (CRD# 6895338) is an Investment Advisor Representative working at Edward Jones in Wauseon, OH and has over 6 years of experience in the finance industry.
Nathan Barger (CRD# 6656257) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Leo, IN and has over 5 years of experience in the finance industry.
Andrew Barthel (CRD# 6591924) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Napoleon, OH and has over 7 years of experience in the finance industry.
Jason Bernal (CRD# 5726892) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 13 years of experience in the finance industry. Jason Bernal 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.
Douglas Bernath (CRD# 1937950) is an Investment Advisor Representative working at Lpl Financial LLC in Archbold, OH and has over 24 years of experience in the finance industry.
Ryan Bethel (CRD# 6983154) is an Investment Advisor Representative working at Edward Jones in Bryan, OH and has over 5 years of experience in the finance industry.