-
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
Martin Guzman (CRD# 4918825) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Peoria, AZ and has over 8 years of experience in the finance industry.
Sherry Hardin (CRD# 1388895) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 25 years of experience in the finance industry. Sherry Hardin 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.
Kenneth Hartley (CRD# 2197816) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has 1 year of experience in the finance industry.
Jennifer Herl (CRD# 5400410) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Peoria, AZ and has over 16 years of experience in the finance industry.
Jennifer Jenson (CRD# 4162042) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Peoria, AZ and has over 23 years of experience in the finance industry.
Kenneth Johnston (CRD# 1038589) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Peoria, AZ and has over 42 years of experience in the finance industry.
Dan Kauffman (CRD# 3223247) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, AZ and has over 24 years of experience in the finance industry.
Ryan Kidd (CRD# 4953236) is an Investment Advisor Representative working at Lpl Financial LLC in Peoria, AZ and has over 18 years of experience in the finance industry.
Paul Koch (CRD# 4876902) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Peoria, AZ and has over 19 years of experience in the finance industry.
Christopher Krueger (CRD# 4346893) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Peoria, AZ and has over 22 years of experience in the finance industry. Christopher Krueger 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.