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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
Daniel Sutton (CRD# 2661448) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lake Saint Louis, MO and has over 28 years of experience in the finance industry.
Daryl Tegtmeier (CRD# 2344045) is an Investment Advisor Representative working at Epoch Family Wealth in Lake Saint Louis, MO and has over 30 years of experience in the finance industry. Daryl Tegtmeier 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.
Ryan Tinker (CRD# 4671975) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Washington, MO and has over 19 years of experience in the finance industry. Ryan Tinker 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.
Donald Tulloch (CRD# 2249801) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wentzville, MO and has over 31 years of experience in the finance industry.
Ian Turner (CRD# 4174565) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Lake Saint Louis, MO and has over 23 years of experience in the finance industry.
Kama Unnerstall (CRD# 5265220) is an Investment Advisor Representative working at Edward Jones in Washington, MO and has over 17 years of experience in the finance industry.
Patrick Unnerstall (CRD# 3269261) is an Investment Advisor Representative working at Edward Jones in Washington, MO and has over 24 years of experience in the finance industry.
Benjamin Waggoner (CRD# 3200850) is an Investment Advisor Representative working at Edward Jones in New Melle, MO and has over 24 years of experience in the finance industry. Benjamin Waggoner 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.
Jacob Walker (CRD# 7053511) is an Investment Advisor Representative working at Edward Jones in Wentzville, MO and has over 5 years of experience in the finance industry.
Keith Wallis (CRD# 6775608) is an Investment Advisor Representative working at Wells Fargo Advisors in Washington, MO and has over 6 years of experience in the finance industry.