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Distance Only Springboro, 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
John Bach (CRD# 5436710) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 16 years of experience in the finance industry. John Bach 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.
Holly Banford (CRD# 1724394) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Springboro, OH and has over 31 years of experience in the finance industry.
Gregg Clark (CRD# 3261862) is an Investment Advisor Representative working at Edward Jones in Springboro, OH and has over 24 years of experience in the finance industry.
David Frazier (CRD# 2910287) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Springboro, OH and has over 26 years of experience in the finance industry. David Frazier 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.
Steven Gerrish (CRD# 6157567) is an Investment Advisor Representative working at Gerrish Financial LLC in Springboro, OH and has over 12 years of experience in the finance industry.
Michael Hardy (CRD# 1989039) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Springboro, OH and has over 13 years of experience in the finance industry. Michael Hardy 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.
Brad Kiplinger (CRD# 2348381) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 30 years of experience in the finance industry.
Douglas Koogler (CRD# 1860457) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 35 years of experience in the finance industry.
Bruce Krarup (CRD# 274992) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Springboro, OH and has over 39 years of experience in the finance industry.
Jeffrey Lutz (CRD# 2074166) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 32 years of experience in the finance industry.