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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
Christopher Mohler (CRD# 1642746) is an Investment Advisor Representative working at Edward Jones in Celina, OH and has over 28 years of experience in the finance industry.
Mark Nagy (CRD# 2032863) is an Investment Advisor Representative working at Gradient Advisors, LLC in Celina, OH and has over 29 years of experience in the finance industry.
Michael Onieal (CRD# 2856959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 27 years of experience in the finance industry.
Brian Osner (CRD# 5393333) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has over 16 years of experience in the finance industry. Brian Osner 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.
Jeremy Penrod (CRD# 6535034) is an Investment Advisor Representative working at Edward Jones in Bluffton, IN and has over 8 years of experience in the finance industry.
Phillip Pierri (CRD# 6922111) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 5 years of experience in the finance industry. Phillip Pierri 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.
Tony Pulley (CRD# 1345644) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 38 years of experience in the finance industry.
Cory Reckard (CRD# 4310889) is an Investment Advisor Representative working at Reckard Cpa Advisors, LLC in Poneto, IN and has over 23 years of experience in the finance industry.
Jordan Rhodes (CRD# 5493990) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 9 years of experience in the finance industry.
Jeremy Rufener (CRD# 4497713) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, IN and has over 13 years of experience in the finance industry.