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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
Lee Heyde (CRD# 4602062) is an Investment Advisor Representative working at Independent Financial Group, LLC in Warsaw, IN and has over 20 years of experience in the finance industry.
Michelle Hipskind (CRD# 2459994) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 29 years of experience in the finance industry. Michelle Hipskind 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.
David Jones (CRD# 4153101) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 24 years of experience in the finance industry.
Ryan Jones (CRD# 5467679) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 16 years of experience in the finance industry.
Daniel Kennedy (CRD# 1593623) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Huntington, IN and has over 37 years of experience in the finance industry. Daniel Kennedy 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.
Daniel Kerr (CRD# 6034647) is an Investment Advisor Representative working at Whitestone Capital Management LLC in North Manchester, IN and has over 12 years of experience in the finance industry.
Jennifer Kingston (CRD# 4493715) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warsaw, IN and has over 21 years of experience in the finance industry. Jennifer Kingston 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.
Jerry Koontz (CRD# 6806639) is an Investment Advisor Representative working at Edward Jones in Warsaw, IN and has over 6 years of experience in the finance industry.
Robert Kretz (CRD# 3141451) is an Investment Advisor Representative working at Pnc Investments in Logansport, IN and has over 23 years of experience in the finance industry.
Mark Lane (CRD# 4914396) is an Investment Advisor Representative working at Pnc Investments in Warsaw, IN and has over 19 years of experience in the finance industry.