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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
Matthew Anderson (CRD# 6324829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
Matthew Arnold (CRD# 1473607) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 37 years of experience in the finance industry. Matthew Arnold 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.
Brian Baker (CRD# 6176943) is an Investment Advisor Representative working at Huntington Financial Advisors in West Milton, OH and has over 7 years of experience in the finance industry.
Carl Baker (CRD# 863010) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairborn, OH and has over 20 years of experience in the finance industry.
Kaleb Baker (CRD# 6410591) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairborn, OH and has over 8 years of experience in the finance industry. Kaleb Baker 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.
James Barhorst (CRD# 2451911) is an Investment Advisor Representative working at Avantax Advisory Services in Covington, OH and has over 19 years of experience in the finance industry.
Andrew Barlow (CRD# 5634209) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, OH and has over 12 years of experience in the finance industry. Andrew Barlow 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.
Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.
Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 23 years of experience in the finance industry. Dustin Beam 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.
Kent Behnken (CRD# 1407986) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 33 years of experience in the finance industry.