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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
John Bergstrom (CRD# 2152929) is an Investment Advisor Representative working at Russell Investments in Austin, TX and has over 29 years of experience in the finance industry. John Bergstrom 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.
Michael Blatzer (CRD# 4333989) is an Investment Advisor Representative working at Lpl Financial LLC in New Braunfels, TX and has over 22 years of experience in the finance industry. Michael Blatzer 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.
Douglas Bock (CRD# 6682913) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 7 years of experience in the finance industry.
Gerard Boening (CRD# 1883638) is an Investment Advisor Representative working at Markettrend Advisors, Ltd. in Austin, TX and has over 26 years of experience in the finance industry.
Bradley Bolnick (CRD# 5597614) is an Investment Advisor Representative working at Gcb Private Wealth in Austin, TX and has over 15 years of experience in the finance industry.
Sean Borella (CRD# 6007271) is an Investment Advisor Representative working at Pgim Quantitative Solutions in Austin, TX and has over 10 years of experience in the finance industry.
Ralph Boschert (CRD# 1448733) is an Investment Advisor Representative working at Arrowhead Asset Management in Wimberley, TX and has over 32 years of experience in the finance industry.
Laurent Boumaza (CRD# 4550148) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 21 years of experience in the finance industry. Laurent Boumaza 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.
Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Austin, TX and has over 15 years of experience in the finance industry.
Katherine Brown (CRD# 6952707) is an Investment Advisor Representative working at Edward Jones in Lockhart, TX and has over 5 years of experience in the finance industry.