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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
Andrew Klinker (CRD# 2760972) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hoagland, IN and has over 27 years of experience in the finance industry.
David Kryder (CRD# 5084409) is an Investment Advisor Representative working at Prudential Financial Planning Services in Defiance, OH and has over 18 years of experience in the finance industry.
Brandt Landin (CRD# 6850317) is an Investment Advisor Representative working at Lpl Financial LLC in Ottoville, OH and has 1 year of experience in the finance industry.
Teresa Lebo (CRD# 6033787) is an Investment Advisor Representative working at Edward Jones in New Haven, IN and has over 7 years of experience in the finance industry.
David Livingston (CRD# 5772377) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Wayne, IN and has over 13 years of experience in the finance industry.
Jason Maassel (CRD# 4728059) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Napoleon, OH and has over 20 years of experience in the finance industry.
Barbara Malhoit (CRD# 854806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Defiance, OH and has over 32 years of experience in the finance industry. Barbara Malhoit 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.
Bill Mann (CRD# 2694463) is an Investment Advisor Representative working at Spc in Bryan, OH and has over 26 years of experience in the finance industry.
Bridget McDermott (CRD# 2647809) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, IN and has over 28 years of experience in the finance industry.
Jennifer Medlin (CRD# 6542270) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Wayne, IN and has over 7 years of experience in the finance industry.