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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
John Lauer (CRD# 1467522) is an Investment Advisor Representative working at Lauer Wealth Management in Valparaiso, IN and has over 38 years of experience in the finance industry. John Lauer 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.
John Lauer (CRD# 6542206) is an Investment Advisor Representative working at Lauer Wealth Management in Chesterton, IN and has over 7 years of experience in the finance industry.
Courtenay Lavigne (CRD# 5793030) is an Investment Advisor Representative working at Advice And Planning Services in Three Oaks, MI and has over 13 years of experience in the finance industry.
Brian Lee (CRD# 6511955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has over 8 years of experience in the finance industry. Brian Lee 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.
Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 years of experience in the finance industry.
Don Lewis (CRD# 4210181) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Michigan City, IN and has over 9 years of experience in the finance industry.
Jamie Lewis (CRD# 3226370) is an Investment Advisor Representative working at Edward Jones in Portage, IN and has over 24 years of experience in the finance industry.
Brock Lloyd (CRD# 6253270) is an Investment Advisor Representative working at Edward Jones in Valparaiso, IN and has over 10 years of experience in the finance industry.
Wendy Loehr (CRD# 6749041) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 7 years of experience in the finance industry. Wendy Loehr 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.
Dathan Lumpkins (CRD# 4697042) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Joseph, MI and has over 20 years of experience in the finance industry.