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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
Nickolus Stephens (CRD# 5011187) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestwood, KY and has over 18 years of experience in the finance industry.
Lana Sullivan (CRD# 6025538) is an Investment Advisor Representative working at Edward Jones in Salem, IN and has over 9 years of experience in the finance industry.
Trina Tracy (CRD# 1747980) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seymour, IN and has over 36 years of experience in the finance industry. Trina Tracy 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.
Stephan Unger (CRD# 2210040) is an Investment Advisor Representative working at Pnc Investments in Crestwood, KY and has over 21 years of experience in the finance industry.
Zachary Van Zant (CRD# 6522126) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, KY and has over 8 years of experience in the finance industry. Zachary Van Zant 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.
Matthew Williams (CRD# 6899072) is an Investment Advisor Representative working at Edward Jones in Crestwood, KY and has over 6 years of experience in the finance industry.
Thomas Wint (CRD# 864114) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Sellersburg, IN and has over 41 years of experience in the finance industry.
Lewis Zwiebel (CRD# 2442196) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Prospect, KY and has over 27 years of experience in the finance industry.
Brian Arends (CRD# 4161150) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Prospect, KY and has over 23 years of experience in the finance industry.
Matthew Baker (CRD# 7280185) is an Investment Advisor Representative working at Edward Jones in Seymour, IN and has over 3 years of experience in the finance industry.