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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
Mark Jensen (CRD# 6711767) is an Investment Advisor Representative working at Gradient Advisors, LLC in Sandpoint, ID and has over 7 years of experience in the finance industry.
Andrew Lee (CRD# 2588504) is an Investment Advisor Representative working at Money Concepts Advisory Service in Dover, ID and has over 28 years of experience in the finance industry.
Trudy Leen (CRD# 2235644) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Priest River, ID and has over 31 years of experience in the finance industry.
Joseph Matelich (CRD# 5895375) is an Investment Advisor Representative working at Physician Advising LLC in Newport, WA and has over 12 years of experience in the finance industry.
Matthew Mire (CRD# 6971193) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 5 years of experience in the finance industry.
Candice Nelson (CRD# 4639472) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 19 years of experience in the finance industry.
Andreas Nicolades (CRD# 1230007) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandpoint, ID and has over 40 years of experience in the finance industry. Andreas Nicolades 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 Reseska (CRD# 4015104) is an Investment Advisor Representative working at Edward Jones in Sandpoint, ID and has over 24 years of experience in the finance industry.
Cassandra Robinson (CRD# 6771407) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 6 years of experience in the finance industry.
Mark Schiller (CRD# 4708073) is an Investment Advisor Representative working at Williams And Schiller Wealth Management, LLC in Sandpoint, ID and has over 20 years of experience in the finance industry. Mark Schiller 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.