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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
James Gothard (CRD# 2455467) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 29 years of experience in the finance industry.
Matthew Haney (CRD# 5775120) is an Investment Advisor Representative working at Edward Jones in Farmland, IN and has over 13 years of experience in the finance industry.
Gena Hartman (CRD# 6085047) is an Investment Advisor Representative working at Edward Jones in Connersville, IN and has over 10 years of experience in the finance industry.
Samuel Harvey (CRD# 5701847) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Connersville, IN and has over 14 years of experience in the finance industry.
William Hawkins (CRD# 2185926) is an Investment Advisor Representative working at Spc in Winchester, IN and has over 32 years of experience in the finance industry.
Todd Hayes (CRD# 3004516) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Trenton, OH and has over 3 years of experience in the finance industry.
Devin Hornsby (CRD# 6668825) is an Investment Advisor Representative working at Edward Jones in Connersville, IN and has over 7 years of experience in the finance industry.
Mark Howard (CRD# 2334066) is an Investment Advisor Representative working at Edward Jones in Eaton, OH and has over 31 years of experience in the finance industry.
Marc Jewell (CRD# 258641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 38 years of experience in the finance industry. Marc Jewell 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.
Timothy Klauke (CRD# 3003481) is an Investment Advisor Representative working at Blue Bison Investments in Centerville, IN and has over 26 years of experience in the finance industry.