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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
Melissa Daigle (CRD# 2595810) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 29 years of experience in the finance industry. Melissa Daigle 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.
Marshall Darby (CRD# 4911548) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 19 years of experience in the finance industry.
James Davidson (CRD# 5448570) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Raymore, MO and has over 14 years of experience in the finance industry.
Lucas Davis (CRD# 6652495) is an Investment Advisor Representative working at Stewardship Capital in Independence, MO and has over 7 years of experience in the finance industry.
Thomas Dawson (CRD# 719628) is an Investment Advisor Representative working at Mercury Capital Management, Inc. in Lees Summit, MO and has over 40 years of experience in the finance industry.
Gregory Decamp (CRD# 4552078) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Liberty, MO and has over 21 years of experience in the finance industry.
Ryan Derks (CRD# 5751523) is an Investment Advisor Representative working at Derks Financial, LLC in Lees Summit, MO and has over 13 years of experience in the finance industry.
Timothy Dolan (CRD# 1716037) is an Investment Advisor Representative working at Edward Jones in North Kansas City, MO and has over 31 years of experience in the finance industry.
Jonathan Dold (CRD# 5746274) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 14 years of experience in the finance industry.
Gregory Dorsch (CRD# 1055137) is an Investment Advisor Representative working at Heartland Capital Advisors, L.c. in Independence, MO and has over 41 years of experience in the finance industry.