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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
Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 16 years of experience in the finance industry.
Steven Kinch (CRD# 2214683) is an Investment Advisor Representative working at Lpl Financial LLC in Yorktown, IN and has over 32 years of experience in the finance industry.
Timothy Klingensmith (CRD# 1988290) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, IN and has over 34 years of experience in the finance industry.
Ryan Lawson (CRD# 6367321) is an Investment Advisor Representative working at OneAmerica Securities in Indianapolis, IN and has 2 years of experience in the finance industry.
Mark Lux (CRD# 719578) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 24 years of experience in the finance industry.
Linda Mankey (CRD# 5810700) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Fortville, IN and has over 6 years of experience in the finance industry.
Jason May (CRD# 2937688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Munice, IN and has over 23 years of experience in the finance industry.
Mesha McCarty (CRD# 1837453) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Anderson, IN and has over 23 years of experience in the finance industry.
Douglas Meier (CRD# 2943484) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Castle, IN and has over 23 years of experience in the finance industry.
Jeremy Meurer (CRD# 5182755) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Anderson, IN and has over 15 years of experience in the finance industry.