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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
Eric Croak (CRD# 6531904) is an Investment Advisor Representative working at Croak Capital in Toledo, OH and has over 8 years of experience in the finance industry. Eric Croak 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.
Timothy Croak (CRD# 1673702) is an Investment Advisor Representative working at Croak Capital in Toledo, OH and has over 33 years of experience in the finance industry.
Wayne Crowther (CRD# 1004220) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Toledo, OH and has over 36 years of experience in the finance industry.
Adam Cufr, RICP® is a founding principal of Fourth Dimension Financial Group, LLC, and is an author, a sought-after media commentator and thought leader. Adam was named one of The 20 Most Creative People In Insurance in 2015, a columnist for Retirement Advisor Magazine, and is the author of Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy.
Adam has been featured in national publications such as The Wall Street Journal, Senior Market Advisor Magazine, LifeHealthPro, as well as locally in The Toledo Blade, The Defiance Crescent News and The Bryan Times. Adam...
Amy Daley (CRD# 4538750) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 19 years of experience in the finance industry.
James Davis (CRD# 5214805) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 17 years of experience in the finance industry.
Randy Day (CRD# 1738119) is an Investment Advisor Representative working at Mml Investors Services, LLC in Castalia, OH and has over 33 years of experience in the finance industry.
Larry Dean (CRD# 4222313) is an Investment Advisor Representative working at Edward Jones in Genoa, OH and has over 23 years of experience in the finance industry.
James Deer (CRD# 4586655) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bellevue, OH and has over 21 years of experience in the finance industry.
Daniel Deverna (CRD# 4158283) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Perrysburg, OH and has over 19 years of experience in the finance industry.