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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
Joshua Bentz (CRD# 6644743) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry. Joshua Bentz 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.
Russell Benz (CRD# 4439050) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry.
Gregory Berkemeier (CRD# 4359166) is an Investment Advisor Representative working at Edward Jones in Batesville, IN and has over 23 years of experience in the finance industry.
Matthew Berning (CRD# 6509848) is an Investment Advisor Representative working at Souders Financial Advisors, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.
Andrew Bertke (CRD# 3143337) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Crestview Hills, KY and has 1 year of experience in the finance industry.
Mandar Bhave (CRD# 6658026) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
Kristin Biedenharn (CRD# 6172543) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 11 years of experience in the finance industry.
James Biggs (CRD# 6102027) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry.
Michael Bisbe (CRD# 4588414) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Thomas, KY and has over 20 years of experience in the finance industry.
Nathan Bishop (CRD# 5594136) is an Principal and Portfolio Manager working at Opus Capital Group, LLC in Cincinnati, OH and has 16 year of experience in the finance industry.