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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
Teresa Colster (CRD# 6575403) is an Investment Advisor Representative working at Lpl Financial LLC in Warrensburg, MO and has over 8 years of experience in the finance industry.
Samantha Compton (CRD# 6103107) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 11 years of experience in the finance industry.
Charles Cooper (CRD# 2290910) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 30 years of experience in the finance industry. Charles Cooper 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.
Carla Curry (CRD# 2411630) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warrensburg, MO and has over 18 years of experience in the finance industry.
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.
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.
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.
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.