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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
Randy Umbaugh (CRD# 2626507) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 28 years of experience in the finance industry.
Joseph Verissimo (CRD# 5514835) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry.
Stephen Werner (CRD# 1864963) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 35 years of experience in the finance industry.
Matthew Williams (CRD# 2498819) is an Investment Advisor Representative working at Edward Jones in Kokomo, IN and has over 29 years of experience in the finance industry.
Ryan Williams (CRD# 5348158) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 16 years of experience in the finance industry.
James Wolfe (CRD# 4632029) is an Investment Advisor Representative working at Lpl Financial LLC in Wabash, IN and has over 21 years of experience in the finance industry.
James Womack (CRD# 6601597) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 8 years of experience in the finance industry.
David Workman (CRD# 1518797) is an Investment Advisor Representative working at Lpl Financial LLC in Logansport, IN and has over 37 years of experience in the finance industry.
Brent Yard (CRD# 6654799) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 6 years of experience in the finance industry.
Ryne Otis (CRD# 5454748) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 9 years of experience in the finance industry.