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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
Jaymon Meikle (CRD# 6099713) is an Investment Advisor Representative working at Cwm, LLC in Saint Joseph, MO and has over 9 years of experience in the finance industry.
Adam Morris (CRD# 6743942) is an Investment Advisor Representative working at Edward Jones in Falls City, NE and has over 7 years of experience in the finance industry.
Max Nelson (CRD# 3049381) is an Investment Advisor Representative working at Bn Investment, LLC in Savannah, MO and has over 26 years of experience in the finance industry.
Austin Nold (CRD# 5555767) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 15 years of experience in the finance industry. Austin Nold 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.
Lyle Officer (CRD# 4078466) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MO and has over 24 years of experience in the finance industry.
Janette Padgitt (CRD# 5926665) is an Investment Advisor Representative working at Edward Jones in Maryville, MO and has over 12 years of experience in the finance industry.
Gregory Pargas (CRD# 4854630) is an Investment Advisor Representative working at Lpl Financial LLC in Savannah, MO and has over 16 years of experience in the finance industry.
Kelly Petersen (CRD# 6723891) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 6 years of experience in the finance industry.
Michael Portman (CRD# 2485238) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MO and has over 24 years of experience in the finance industry.
David Richmond (CRD# 5762413) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Joseph, MO and has over 14 years of experience in the finance industry.