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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
Aaron Wieand (CRD# 6405872) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN.
Aaron brings over 10 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).
Mark Wilcoxen (CRD# 6645906) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kendallville, IN and has over 7 years of experience in the finance industry.
Aaron Wilkinson (CRD# 2756359) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 27 years of experience in the finance industry.
Jason Wright (CRD# 4994157) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 18 years of experience in the finance industry.
Renee Yoder (CRD# 3024082) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 11 years of experience in the finance industry.
Rickardo Yoder (CRD# 6206384) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 10 years of experience in the finance industry.
Sharlee Zalewski (CRD# 5445126) is an Investment Advisor Representative working at Edward Jones in Vicksburg, MI and has over 13 years of experience in the finance industry.
Christine Butcher (CRD# 5518188) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vicksburg, MI and has 1 year of experience in the finance industry.
Jordan Butler (CRD# 6921657) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 2 years of experience in the finance industry.
Myles Close (CRD# 7731756) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has 1 year of experience in the finance industry.