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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
Daniel Artrip (CRD# 5131366) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Smithville, OH and has over 17 years of experience in the finance industry. Daniel Artrip 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.
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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.
Douglas Ingold (CRD# 5596858) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Smithville, OH and has over 14 years of experience in the finance industry.
Brent Steiner (CRD# 4191434) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Smithville, OH and has over 23 years of experience in the finance industry. Brent Steiner 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.
Caleb Beery (CRD# 6430800) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Smithville, OH and has over 4 years of experience in the finance industry.
Justin Fath (CRD# 7363190) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Smithville, OH and has 1 year of experience in the finance industry.
Mara Henico (CRD# 6633555) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Smithville, OH and has 1 year of experience in the finance industry.
John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Raymond James Financial Services located in Wooster, Ohio, he puts his clients—and their needs—first.
Offering a wide range of investment services and alternatives, John-Mark is committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, he works with clients to design...
Andrew Adams (CRD# 6264080) is an Investment Advisor Representative working at Huntington Financial Advisors in Akron, OH and has over 10 years of experience in the finance industry.
Kyle Adams (CRD# 5532114) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has over 14 years of experience in the finance industry.