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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
Joseph Sullivan (CRD# 6985645) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Yakima, WA and has over 5 years of experience in the finance industry.
Jason Tompkins (CRD# 4827694) is an Investment Advisor Representative working at Key Investment Services LLC in Yakima, WA and has over 19 years of experience in the finance industry.
Susan Van Tress (CRD# 4304938) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 19 years of experience in the finance industry.
Gregory Vander Top (CRD# 5492390) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has over 16 years of experience in the finance industry.
Robert Vickers (CRD# 2603508) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has over 29 years of experience in the finance industry.
Isaac Walter (CRD# 6575347) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yakima, WA and has over 7 years of experience in the finance industry.
John Warren (CRD# 3268192) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Yakima, WA and has over 23 years of experience in the finance industry.
Ivan White (CRD# 4533825) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has 1 year of experience in the finance industry. Ivan White 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.
Thomas White (CRD# 4449545) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has 1 year of experience in the finance industry. Thomas White 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.
Misti Wiederspohn (CRD# 5260814) is an Investment Advisor Representative working at White & Company Financial Planning, Inc. in Sunnyside, WA and has over 17 years of experience in the finance industry.