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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
Kevin Smith (CRD# 1534727) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Powell, OH and has over 31 years of experience in the finance industry.
Amy Stimmel (CRD# 5102714) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has 1 year of experience in the finance industry.
Andrew Thorne (CRD# 4398114) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Powell, OH and has over 19 years of experience in the finance industry.
Shawn Vance (CRD# 3014935) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Powell, OH and has over 26 years of experience in the finance industry.
Mark Wakeland (CRD# 5284014) is an Investment Advisor Representative working at Huntington Financial Advisors in Powell, OH and has over 13 years of experience in the finance industry.
Aaron Walke (CRD# 6278037) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has over 8 years of experience in the finance industry.
Kristen Welcome (CRD# 5444142) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has over 15 years of experience in the finance industry.
M Will (CRD# 3185506) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Powell, OH and has over 24 years of experience in the finance industry.
Katie Wolfe (CRD# 6264214) is an Investment Advisor Representative working at Avantax Advisory Services in Powell, OH and has over 10 years of experience in the finance industry. Katie Wolfe 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.
Jill Wood (CRD# 5576635) is an Investment Advisor Representative working at Freewood Private Wealth Management, LLC in Powell, OH and has over 15 years of experience in the finance industry.