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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
Patrick Johnson (CRD# 4406467) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sheridan, WY and has over 22 years of experience in the finance industry. Patrick Johnson 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.
Robert Leibrich (CRD# 1558230) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 34 years of experience in the finance industry. Robert Leibrich 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.
Alison Meacham (CRD# 6862922) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has over 6 years of experience in the finance industry.
Robert Miller (CRD# 5115565) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has 1 year of experience in the finance industry.
Susan Pantle (CRD# 5348896) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 16 years of experience in the finance industry.
Colin Peldo (CRD# 4094092) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 24 years of experience in the finance industry.
James Rose (CRD# 4842996) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sheridan, WY and has over 18 years of experience in the finance industry.
Laurie Ross (CRD# 2119694) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sheridan, WY and has over 32 years of experience in the finance industry.
James Shellenberger (CRD# 6875140) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has over 6 years of experience in the finance industry. James Shellenberger 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.
Gregory Sloat (CRD# 6636848) is an Investment Advisor Representative working at Edward Jones in Sheridan, WY and has over 7 years of experience in the finance industry.