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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
Susan Dawson (CRD# 4954159) is an Investment Advisor Representative working at Triumph Financial Advisors, LLC in North Kansas City, MO and has over 18 years of experience in the finance industry.
Eric Blattner (CRD# 4814572) is an Investment Advisor Representative working at Divvi Wealth Management in North Kansas City, MO and has over 19 years of experience in the finance industry. Eric Blattner 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.
Kirby Demoss (CRD# 4351867) is an Investment Advisor Representative working at Divvi Wealth Management in North Kansas City, MO and has over 22 years of experience in the finance industry.
Daniel Dolan (CRD# 7312289) is an Investment Advisor Representative working at Edward Jones in North Kansas City, MO and has over 3 years of experience in the finance industry.
Alyssa Hon (CRD# 7126216) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has over 3 years of experience in the finance industry. Alyssa Hon 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.
Colten Honigman (CRD# 7031621) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has over 3 years of experience in the finance industry. Colten Honigman 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.
Justin Locke (CRD# 7714628) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has 1 year of experience in the finance industry.
Christopher Maglich (CRD# 6038543) is an Investment Advisor Representative working at Edward Jones in North Kansas City, MO and has over 11 years of experience in the finance industry.
Ryan Walker (CRD# 7445867) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has 1 year of experience in the finance industry. Ryan Walker 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.
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning...