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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
Tracy Strous (CRD# 2113044) is an Investment Advisor Representative working at Lpl Financial LLC in Wapakoneta, OH and has over 27 years of experience in the finance industry.
Douglas Sutton (CRD# 1439074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lima, OH and has over 26 years of experience in the finance industry. Douglas Sutton 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.
Robert Szuch (CRD# 1188535) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ada, OH and has over 26 years of experience in the finance industry.
Todd Thompson (CRD# 2387536) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sidney, OH and has over 24 years of experience in the finance industry.
Cherie Turnwald (CRD# 2845565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 23 years of experience in the finance industry.
Nancy Vanloo (CRD# 5020953) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 18 years of experience in the finance industry.
Jared Walsh (CRD# 4844150) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 19 years of experience in the finance industry. Jared Walsh 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.
Tony Wendeln (CRD# 4305229) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Piqua, OH and has over 14 years of experience in the finance industry.
Brian Wentling (CRD# 2242826) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 31 years of experience in the finance industry.
Brenda Westbeld (CRD# 1918241) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 33 years of experience in the finance industry.