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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
Robert Borlik (CRD# 5625428) is an Investment Advisor Representative working at Edward Jones in North Liberty, IN and has over 15 years of experience in the finance industry.
Ashli Bowen (CRD# 6251372) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 8 years of experience in the finance industry.
Stephen Brady (CRD# 2138826) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Chesterton, IN and has over 32 years of experience in the finance industry.
Lucas Brown (CRD# 4261145) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 23 years of experience in the finance industry. Lucas Brown 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.
Sarah Brown (CRD# 6263327) is an Investment Advisor Representative working at Edward Jones in La Porte, IN and has over 10 years of experience in the finance industry.
Michael Buchanan (CRD# 3187538) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Benton Harbor, MI and has over 25 years of experience in the finance industry.
Tyler Buitenwerf (CRD# 6701517) is an Investment Advisor Representative working at Commonwealth Financial Network in Saint Joseph, MI and has over 7 years of experience in the finance industry.
Jennifer Burkholder (CRD# 4471195) is an Investment Advisor Representative working at Lpl Financial LLC in Benton Harbor, MI and has over 21 years of experience in the finance industry.
Jason Carter (CRD# 5362346) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 16 years of experience in the finance industry.
Mark Chamberlain (CRD# 1655738) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 25 years of experience in the finance industry.