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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
Heinz Ickert (CRD# 2979183) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Columbus, OH and has over 26 years of experience in the finance industry.
Clayton Irwin (CRD# 5778659) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, OH and has over 10 years of experience in the finance industry.
Dan Jay (CRD# 4654938) is an Investment Advisor Representative working at Edward Jones in Delaware, OH and has over 20 years of experience in the finance industry.
Benjamin Jerome (CRD# 7083066) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Columbus, OH and has over 5 years of experience in the finance industry.
Tristan Joy (CRD# 6389121) is an Investment Advisor Representative working at Edward Jones in Upper Sandusky, OH and has over 9 years of experience in the finance industry.
Herbert Kahn (CRD# 4550280) is an Investment Advisor Representative working at Kahn Financial Advisors LLC in Columbus, OH and has 1 year of experience in the finance industry. Herbert Kahn 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.
Mark Kamann (CRD# 2506981) is an Investment Advisor Representative working at Common Wealth Management LLC in Columbus, OH and has over 29 years of experience in the finance industry.
Ryan Kanz (CRD# 4808025) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mansfield, OH and has over 13 years of experience in the finance industry.
Thomas Kenney (CRD# 5241920) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marion, OH and has over 10 years of experience in the finance industry.
Gregory Kibler (CRD# 1781409) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mansfield, OH and has over 36 years of experience in the finance industry. Gregory Kibler 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.