-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Mark Reifschneider (CRD# 2571859) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sisters, OR and has over 23 years of experience in the finance industry. Mark Reifschneider 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.
Erik Bloomfeldt (CRD# 5599348) is an Investment Advisor Representative working at Insight Financial in Sisters, OR and has over 9 years of experience in the finance industry.
Darren Layne (CRD# 2524248) is an Investment Advisor Representative working at Edward Jones in Sisters, OR and has over 23 years of experience in the finance industry.
Paris Cluff (CRD# 4441040) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Sisters, OR and has over 16 years of experience in the finance industry.
Timothy Lay (CRD# 4328783) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Sisters, OR and has over 16 years of experience in the finance industry.
Jason Arbetter (CRD# 5412627) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bend, OR and has over 10 years of experience in the finance industry. Jason Arbetter 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.
James Conrads (CRD# 4522725) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 15 years of experience in the finance industry. James Conrads 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.
Loren Gard (CRD# 3201086) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 18 years of experience in the finance industry. Loren Gard 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.