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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
Jacob Bartel (CRD# 6291505) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 9 years of experience in the finance industry. Jacob Bartel 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.
Anna Barton (CRD# 2208212) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 28 years of experience in the finance industry.
Cern Basher (CRD# 4401337) is an Investment Advisor Representative working at Brilliant Advice, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.
Donald Bates (CRD# 2612645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, IN and has over 29 years of experience in the finance industry.
Mark Bates (CRD# 4606121) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 21 years of experience in the finance industry. Mark Bates 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.
Mark Battista (CRD# 1707797) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Blue Ash, OH and has over 36 years of experience in the finance industry.
Mark Batty (CRD# 6634573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry.
Linda Bauer (CRD# 3163882) is an Investment Advisor Representative working at Lpl Financial LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
Nicholas Baumgartner (CRD# 1845043) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 35 years of experience in the finance industry.