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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
Nicholas Schafer (CRD# 6596500) is an Investment Advisor Representative working at Edward Jones in Madison, IN and has over 8 years of experience in the finance industry.
Steven Shoemaker (CRD# 4299533) is an Investment Advisor Representative working at Edward Jones in Seymour, IN and has over 23 years of experience in the finance industry.
Susan Shook (CRD# 3239769) is an Investment Advisor Representative working at Money Concepts Advisory Service in Batesville, IN and has over 24 years of experience in the finance industry.
Jeffrey Smith (CRD# 6012127) is an Investment Advisor Representative working at Edward Jones in Madison, IN and has over 12 years of experience in the finance industry.
Lonnie Tate (CRD# 5269841) is an Investment Advisor Representative working at Edward Jones in Columbus, IN and has over 15 years of experience in the finance industry.
Trina Tracy (CRD# 1747980) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seymour, IN and has over 36 years of experience in the finance industry. Trina Tracy 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.
Frank Tuxworth (CRD# 3033863) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, IN and has over 16 years of experience in the finance industry.
Warren Ward (CRD# 2161447) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Columbus, IN and has over 32 years of experience in the finance industry. Warren Ward 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.
David Weiss (CRD# 5877292) is an Investment Advisor Representative working at Edward Jones in Columbus, IN and has over 13 years of experience in the finance industry.
Matthew Westhafer (CRD# 2955821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensburg, IN and has over 21 years of experience in the finance industry.