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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
Jonathan Wieland (CRD# 4168239) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monument, CO and has over 23 years of experience in the finance industry. Jonathan Wieland 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.
Francis Wynne (CRD# 6232865) is an Investment Advisor Representative working at Edward Jones in Monument, CO and has over 10 years of experience in the finance industry.
Gene Bergmeier (CRD# 7554239) is an Investment Advisor Representative working at Thrive Financial Management in Monument, CO and has over 2 years of experience in the finance industry.
John Eckersley (CRD# 7439674) is an Investment Advisor Representative working at Simplicifi, LLC in Monument, CO and has over 2 years of experience in the finance industry.
Patrick Hall (CRD# 5306339) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monument, CO and has over 10 years of experience in the finance industry.
Meredeth McDowell Iversen (CRD# 3106509) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has 1 year of experience in the finance industry.
Patrick Neukom (CRD# 4290956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monument, CO and has over 23 years of experience in the finance industry.
Aaron Pratt (CRD# 7532236) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has 1 year of experience in the finance industry.
Jae Shin (CRD# 4168961) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Monument, CO and has over 23 years of experience in the finance industry.
Frederick Weihmiller (CRD# 6887197) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has 1 year of experience in the finance industry.