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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
Edward Abbey (CRD# 809243) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 40 years of experience in the finance industry.
Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.
Rebecca Baugh (CRD# 4970915) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Craig Bauman (CRD# 4443488) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Todd Belden (CRD# 5202154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Celina, OH and has over 12 years of experience in the finance industry.
Douglas Bell (CRD# 1975328) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lima, OH and has 1 year of experience in the finance industry.
Daniel Bensman (CRD# 3156304) is an Investment Advisor Representative working at Lpl Financial LLC in Sidney, OH and has over 19 years of experience in the finance industry.
Luke Bertke (CRD# 6793516) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Sidney, OH and has over 6 years of experience in the finance industry.
Theodore Bertke (CRD# 2298483) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has 1 year of experience in the finance industry.
Nicholas Boeckman (CRD# 5870882) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Lima, OH and has 1 year of experience in the finance industry. Nicholas Boeckman 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.