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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
Daniel Klein (CRD# 3213917) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 25 years of experience in the finance industry.
Brad Korte (CRD# 6010530) is an Investment Advisor Representative working at Edward Jones in Glasgow, KY and has over 12 years of experience in the finance industry.
Sabina Lewis (CRD# 6208490) is an Investment Advisor Representative working at Avant-garde Wealth in Smiths Grove, KY and has 1 year of experience in the finance industry. Sabina Lewis 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.
Justin Manship (CRD# 6548057) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bowling Green, KY and has over 8 years of experience in the finance industry.
Steven Marr (CRD# 4177517) is an Investment Advisor Representative working at Edward Jones in Franklin, KY and has over 23 years of experience in the finance industry.
Joshua Marson (CRD# 5746989) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 11 years of experience in the finance industry.
Lewis Mason (CRD# 2257293) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bowling Green, KY and has over 31 years of experience in the finance industry. Lewis Mason 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.
Brett Meredith (CRD# 6915981) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bowling Green, KY and has over 5 years of experience in the finance industry. Brett Meredith 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.
Barrett Metzger (CRD# 6065111) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Glasgow, KY and has over 9 years of experience in the finance industry.
Brandon Neal (CRD# 3176903) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bowling Green, KY and has over 25 years of experience in the finance industry.