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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
Steven Van Metre (CRD# 4994543) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 18 years of experience in the finance industry. Steven Van Metre 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.
David Venegas (CRD# 2027844) is an Investment Advisor Representative working at Lpl Financial LLC in Yuba City, CA and has over 27 years of experience in the finance industry.
Jeffrey Vinsonhaler (CRD# 2874129) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 27 years of experience in the finance industry.
Cathi Wallace (CRD# 5726145) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Auburn, CA and has over 14 years of experience in the finance industry.
Diane Warnock (CRD# 2918349) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 26 years of experience in the finance industry.
Elizabeth Waschow (CRD# 2807289) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Auburn, CA and has over 17 years of experience in the finance industry.
Natalie Williams (CRD# 6179060) is an Investment Advisor Representative working at Edward Jones in Oroville, CA and has over 6 years of experience in the finance industry.
Thomas Willoughby (CRD# 1951872) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 34 years of experience in the finance industry.
William Witzke (CRD# 1972624) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Auburn, CA and has over 33 years of experience in the finance industry.
Karsten Kaczmar (CRD# 6809028) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 3 years of experience in the finance industry. He services clients all around the United States. He works primarily with individuals looking to prioritize social-impact investing while simultaneously acheiving their financial goals.