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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
Cynthia Moore (CRD# 2246628) is an Investment Advisor Representative working at Lpl Financial LLC in Platte City, MO and has over 21 years of experience in the finance industry.
Austin Nold (CRD# 5555767) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 15 years of experience in the finance industry. Austin Nold 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.
Lyle Officer (CRD# 4078466) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MO and has over 24 years of experience in the finance industry.
Bret Ohlhausen (CRD# 3008136) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kansas City, MO and has over 23 years of experience in the finance industry.
Kelly Petersen (CRD# 6723891) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 6 years of experience in the finance industry.
Jason Pierret (CRD# 6310158) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kearney, MO and has over 9 years of experience in the finance industry.
Michael Portman (CRD# 2485238) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MO and has over 24 years of experience in the finance industry.
Frederick Prewitt (CRD# 5872635) is an Investment Advisor Representative working at Edward Jones in Kansas City, MO and has over 13 years of experience in the finance industry.
Thomas Prichard (CRD# 6488840) is an Investment Advisor Representative working at Edward Jones in Liberty, MO and has over 8 years of experience in the finance industry.