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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
Paul Wilkin (CRD# 2233449) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 28 years of experience in the finance industry. Paul Wilkin 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.
Patrick Andrews (CRD# 7438869) is an Investment Advisor Representative working at Wwa Planning & Investments in Columbus, IN and has over 2 years of experience in the finance industry. Patrick Andrews 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.
Matthew Baker (CRD# 7280185) is an Investment Advisor Representative working at Edward Jones in Seymour, IN and has over 3 years of experience in the finance industry.
Kara Bateman (CRD# 7727672) is an Investment Advisor Representative working at Edward Jones in Columbus, IN and has 1 year of experience in the finance industry.
Spencer Burkert (CRD# 7252080) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensburg, IN and has over 3 years of experience in the finance industry.
Zane Clayburn (CRD# 7274855) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seymour, IN and has over 2 years of experience in the finance industry.
Nicholas Combs (CRD# 6192058) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, IN and has over 5 years of experience in the finance industry.
Loree Crowe (CRD# 7434880) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Batesville, IN and has over 2 years of experience in the finance industry.
Morgan Denham (CRD# 6942866) is an Investment Advisor Representative working at Edward Jones in Greensburg, IN and has over 4 years of experience in the finance industry.
Joseph Fritts (CRD# 6456678) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Columbus, IN and has over 8 years of experience in the finance industry.