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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
William Smith (CRD# 2671372) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 24 years of experience in the finance industry.
Craig Soule (CRD# 1486275) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 32 years of experience in the finance industry. Craig Soule 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.
Tessa Steinemann (CRD# 6112623) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 11 years of experience in the finance industry.
Patrick Surdy (CRD# 6596063) is an Investment Advisor Representative working at Edward Jones in Sandusky, OH and has over 8 years of experience in the finance industry.
Keith Sweigert (CRD# 5705491) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 14 years of experience in the finance industry.
Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 10 years of experience in the finance industry.
Jeffrey Wehner (CRD# 5516095) is an Investment Advisor Representative working at Edward Jones in Sandusky, OH and has over 15 years of experience in the finance industry.
Kimberly Weithman (CRD# 5156506) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 14 years of experience in the finance industry.
Timothy Weyer (CRD# 3219923) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 24 years of experience in the finance industry. Timothy Weyer 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.
Gary Yontz (CRD# 805851) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sandusky, OH and has over 25 years of experience in the finance industry.