-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Matthew Logan (CRD# 4207186) is an Investment Advisor Representative working at Edward Jones in Pleasant Hill, MO and has over 23 years of experience in the finance industry.
Sharon Love (CRD# 1806701) is an Investment Advisor Representative working at Edward Jones in Oak Grove, MO and has over 36 years of experience in the finance industry.
Dilworth Lyman (CRD# 4686881) is an Investment Advisor Representative working at Your Financial Partnership in Lees Summit, MO and has over 20 years of experience in the finance industry. Dilworth Lyman 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.
Christopher Madden (CRD# 5272500) is an Investment Advisor Representative working at Edward Jones in Blue Springs, MO and has over 17 years of experience in the finance industry.
Wise Wealth is a full-service, fiduciary financial planning firm. We understand that retirement is complicated and each situation is unique. That's why we take time upfront to understand you and what you're trying to accomplish.
Having a plan can help bring confidence and peace for your retirement. We work with you to craft your retirement plan and help you put it into motion so that you can enjoy a successful retirement.
Kelley Manning (CRD# 4648441) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lees Summit, MO and has over 20 years of experience in the finance industry.
Laurie Martin (CRD# 6256086) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lees Summit, MO and has over 9 years of experience in the finance industry.
Michael Martin (CRD# 2209640) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lees Summit, MO and has over 32 years of experience in the finance industry.
Paul McClain (CRD# 1982523) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 26 years of experience in the retirement planning and investment industry. We use a goal based approach that puts the clients interest first while making the process simple.