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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
Jason Stelter (CRD# 6825856) is an Investment Advisor Representative working at Triple Crown Wealth Management in Lexington, KY and has over 6 years of experience in the finance industry.
William Strait (CRD# 5314155) is an Investment Advisor Representative working at Wells Fargo Advisors in Lexington, KY and has over 17 years of experience in the finance industry.
Walter Taylor (CRD# 2069971) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lexington, KY and has over 33 years of experience in the finance industry.
Mark Telfer (CRD# 4871570) is an Investment Advisor Representative working at Edward Jones in Lexington, KY and has over 19 years of experience in the finance industry. Mark Telfer 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.
Kenneth Tindall (CRD# 5546301) is an Investment Advisor Representative working at Edward Jones in Richmond, KY and has over 15 years of experience in the finance industry.
Mark Trachsel (CRD# 2603599) is an Investment Advisor Representative working at Edward Jones in Cynthiana, KY and has over 28 years of experience in the finance industry.
Kristen Vanhook (CRD# 5964140) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lexington, KY and has over 7 years of experience in the finance industry.
Mark Vanleeuwen (CRD# 1139666) is an Investment Advisor Representative working at Van Leeuwen Retirement & Investment Services in Richmond, KY and has over 40 years of experience in the finance industry. Mark Vanleeuwen 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.
Patricia Verhalen (CRD# 4816561) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 19 years of experience in the finance industry.
James Wallace (CRD# 4409448) is an Investment Advisor Representative working at Pnc Investments in Lexington, KY and has over 22 years of experience in the finance industry.