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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
Courtney Rooze (CRD# 6892194) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fowler, IN and has over 5 years of experience in the finance industry.
Norma Sims (CRD# 4247889) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Demotte, IN and has over 23 years of experience in the finance industry.
Derek Stegenga (CRD# 6415257) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Demotte, IN and has over 8 years of experience in the finance industry. Derek Stegenga 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.
Shawn Whitcraft (CRD# 6094695) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delphi, IN and has over 11 years of experience in the finance industry.
Nicolas Williams (CRD# 5795520) is an Investment Advisor Representative working at Mml Investors Services, LLC in Francesville, IN and has over 13 years of experience in the finance industry.
Kory Arvin (CRD# 5788738) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monticello, IN and has over 13 years of experience in the finance industry.
Michael Finn (CRD# 4786900) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monticello, IN and has over 19 years of experience in the finance industry.
Kristina Hunt-Shidler (CRD# 7459502) is an Investment Advisor Representative working at Edward Jones in Monticello, IN and has 1 year of experience in the finance industry.
Neil Klemme (CRD# 4065948) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Delphi, IN and has over 23 years of experience in the finance industry.
Austin Woolley (CRD# 7544118) is an Investment Advisor Representative working at Pampel & Associates, Inc. in Monticello, IN and has 1 year of experience in the finance industry.