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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
Dawn Cook (CRD# 7167866) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Slidell, LA and has over 4 years of experience in the finance industry.
Jeffrey Guillot (CRD# 7207849) is an Investment Advisor Representative working at Edward Jones in Slidell, LA and has over 3 years of experience in the finance industry.
John Harkins (CRD# 7466564) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Slidell, LA and has over 2 years of experience in the finance industry.
David Indest (CRD# 7581587) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Slidell, LA and has 1 year of experience in the finance industry.
Michael Rich (CRD# 7717976) is an Investment Advisor Representative working at Lpl Financial LLC in Slidell, LA and has 1 year of experience in the finance industry.
Robyn Sherman (CRD# 5696999) is an Investment Advisor Representative working at Primerica Advisors in Slidell, LA and has 1 year of experience in the finance industry.
Nicholas Warner (CRD# 7054007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Slidell, LA and has over 3 years of experience in the finance industry.
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding...
Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding...