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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
Kelly Bonavia (CRD# 1085649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 38 years of experience in the finance industry.
Kenneth Borum (CRD# 4776520) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has over 19 years of experience in the finance industry.
Janice Brandt (CRD# 3232016) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.
Matthew Bret (CRD# 3137892) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 25 years of experience in the finance industry.
Richard Briscoe (CRD# 5154807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 13 years of experience in the finance industry.
David Brookings (CRD# 4096507) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.
Donald Brown (CRD# 32170) is an Investment Advisor Representative working at Don Brown - Investment Advisor, LLC in Overland Park, KS and has over 12 years of experience in the finance industry.
Michael Brown (CRD# 2067606) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 29 years of experience in the finance industry.
Heather Broyles (CRD# 4586921) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has 1 year of experience in the finance industry. Heather Broyles 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.
Gregory Brummitt (CRD# 6688424) is an Investment Advisor Representative working at Edward Jones in Gladstone, MO and has over 7 years of experience in the finance industry.