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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
Andrew Van Erp (CRD# 2643069) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oxford, OH and has over 28 years of experience in the finance industry.
Scott Wiesner (CRD# 2716846) is an Investment Advisor Representative working at Blue Bison Investments in Centerville, IN and has over 27 years of experience in the finance industry. Scott Wiesner 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.
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.
Dustin Bantz (CRD# 7689511) is an Investment Advisor Representative working at Edward Jones in Farmland, IN and has 1 year of experience in the finance industry.
John Barga (CRD# 7094746) is an Investment Advisor Representative working at Edward Jones in Greenville, OH and has over 2 years of experience in the finance industry.
Shellie Baugh (CRD# 4609729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oxford, OH and has over 20 years of experience in the finance industry.
Cindy Bernzott (CRD# 5435055) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Connersville, IN and has over 16 years of experience in the finance industry.
Crysta Bloomingdale (CRD# 7234688) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has 1 year of experience in the finance industry.
Gary Cloyd (CRD# 2215473) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 31 years of experience in the finance industry.
Sydney Dulle (CRD# 7319750) is an Investment Advisor Representative working at Edward Jones in Eaton, OH and has over 2 years of experience in the finance industry.