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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
Eric Koselak (CRD# 2439448) is an Investment Advisor Representative working at Kestrel Wealth Management, LLC in South Bend, IN and has over 30 years of experience in the finance industry.
Timothy Leman (CRD# 5414745) is an Investment Advisor Representative working at Commonwealth Financial Network in South Bend, IN and has over 16 years of experience in the finance industry.
Nicholas Liskey (CRD# 5004092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Bend, IN and has over 12 years of experience in the finance industry.
Andrew Lynch (CRD# 6749833) is an Investment Advisor Representative working at Choreo, LLC in South Bend, IN and has over 7 years of experience in the finance industry. Andrew Lynch 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.
Anthony Lyons (CRD# 2405670) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has over 30 years of experience in the finance industry.
Gerald Madsen (CRD# 5587313) is an Investment Advisor Representative working at Edward Jones in South Bend, IN and has over 15 years of experience in the finance industry.
Rakesh Mehta (CRD# 2757921) is an Investment Advisor Representative working at Mehta Money, LLC in South Bend, IN and has over 27 years of experience in the finance industry. Rakesh Mehta 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.
Eric Meyer (CRD# 6674015) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has over 7 years of experience in the finance industry.
Richard Mock (CRD# 734387) is an Investment Advisor Representative working at Pennfield Capital Corp in South Bend, IN and has over 41 years of experience in the finance industry.
Shirley Myers (CRD# 1864924) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Bend, IN and has over 35 years of experience in the finance industry.