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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
Jaimie Morrison (CRD# 3123801) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 16 years of experience in the finance industry.
George Morse (CRD# 2628772) is an Investment Advisor Representative working at Edward Jones in Harrisonville, MO and has over 28 years of experience in the finance industry.
Michael Murff (CRD# 7013462) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 5 years of experience in the finance industry.
Julie Naji (CRD# 2338238) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kingsville, MO and has over 31 years of experience in the finance industry.
Joseph Nastasi (CRD# 2459811) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 30 years of experience in the finance industry.
Mary Nussbaum (CRD# 4093367) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warrensburg, MO and has over 24 years of experience in the finance industry. Mary Nussbaum 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.
Holmes Osborne (CRD# 3113440) is an Investment Advisor Representative working at Osborne Global Investors, Inc. in Lees Summit, MO and has over 25 years of experience in the finance industry.
Seth Petsch (CRD# 6276749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warrensburg, MO and has over 9 years of experience in the finance industry. Seth Petsch 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.
Aaron Pickert (CRD# 4324112) is an Investment Advisor Representative working at Stewardship Capital in Independence, MO and has over 22 years of experience in the finance industry.
Kathy Postoak (CRD# 1855695) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 26 years of experience in the finance industry.