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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
Kimberly Cooley (CRD# 7617620) is an Investment Advisor Representative working at Edward Jones in Springfield, OH and has 1 year of experience in the finance industry.
Robert Espich (CRD# 6719771) is an Investment Advisor Representative working at Citizens Securities, Inc. in Springfield, OH and has over 5 years of experience in the finance industry. Robert Espich 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.
Jordan Foreman (CRD# 6947617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, OH and has over 2 years of experience in the finance industry.
David Stroud (CRD# 7173306) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, OH and has over 4 years of experience in the finance industry.
Steven Stroud (CRD# 2198811) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, OH and has over 32 years of experience in the finance industry.
Julie Trudo (CRD# 5994575) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Springfield, OH and has 1 year of experience in the finance industry.
Tyler Tucker (CRD# 7272322) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, OH and has over 2 years of experience in the finance industry.
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create...
John Abbott (CRD# 2930449) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 26 years of experience in the finance industry.
Nathaniel Abney (CRD# 4903661) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Dayton, OH and has over 18 years of experience in the finance industry.