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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
Bridget McDermott (CRD# 2647809) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, IN and has over 28 years of experience in the finance industry.
Peter McDonald (CRD# 4808534) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kendallville, IN and has over 19 years of experience in the finance industry.
James Morrison (CRD# 340742) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 41 years of experience in the finance industry.
Keith Neuenschwander (CRD# 1036491) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 20 years of experience in the finance industry.
Kevin Nice (CRD# 6686425) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Goshen, IN and has over 7 years of experience in the finance industry. Kevin Nice 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.
Joshua Nix (CRD# 5648898) is an Investment Advisor Representative working at Edward Jones in Kendallville, IN and has over 14 years of experience in the finance industry.
Lori Olson (CRD# 1965195) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 31 years of experience in the finance industry.
Richard Puckett (CRD# 5004923) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 18 years of experience in the finance industry.
Tyler Rensberger (CRD# 5883322) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 12 years of experience in the finance industry.
Brian Ringle (CRD# 2099802) is an Investment Advisor Representative working at Edward Jones in Three Rivers, MI and has over 33 years of experience in the finance industry.