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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
Sue Swank-Ripple (CRD# 1194719) is an Investment Advisor Representative working at Lincoln Investment in Greenville, OH and has over 29 years of experience in the finance industry.
Robert Taylor (CRD# 2615789) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hartford City, IN and has over 28 years of experience in the finance industry.
Danielle Thompson (CRD# 6069500) is an Investment Advisor Representative working at Lpl Financial LLC in Bluffton, IN and has over 11 years of experience in the finance industry.
Jeremy Todd (CRD# 4469927) is an Investment Advisor Representative working at Edward Jones in Bluffton, IN and has over 22 years of experience in the finance industry.
Robert Tyler (CRD# 2681663) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 28 years of experience in the finance industry. Robert Tyler 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.
Michelle Walker (CRD# 5900053) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Muncie, IN and has over 12 years of experience in the finance industry.
Wesley Wilt (CRD# 1346826) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ansonia, OH and has over 38 years of experience in the finance industry.
Mark Wright (CRD# 2425878) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 30 years of experience in the finance industry. Mark Wright 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.
Michael Wright (CRD# 2993952) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Muncie, IN and has over 23 years of experience in the finance industry.
Michael Yakos (CRD# 5419045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muncie, IN and has over 16 years of experience in the finance industry.