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Distance Only Sidney, OH
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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
Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.
Daniel Bensman (CRD# 3156304) is an Investment Advisor Representative working at Lpl Financial LLC in Sidney, OH and has over 19 years of experience in the finance industry.
Luke Bertke (CRD# 6793516) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Sidney, OH and has over 6 years of experience in the finance industry.
Dominique Christman (CRD# 6538736) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 7 years of experience in the finance industry.
Robert Curry (CRD# 4165324) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 22 years of experience in the finance industry.
Kristi Daniel (CRD# 6906100) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 6 years of experience in the finance industry.
Donald Goettemoeller (CRD# 4310068) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 23 years of experience in the finance industry.
Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has over 24 years of experience in the finance industry. Daniel Hoelscher 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.
Mark Hoge (CRD# 5841345) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 13 years of experience in the finance industry.
Christine Hulme (CRD# 2707676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 28 years of experience in the finance industry. Christine Hulme 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.