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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
Timothy Kertz (CRD# 3026313) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Ozark, MO and has over 24 years of experience in the finance industry. Timothy Kertz 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.
Paul Lekar (CRD# 4584066) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Osage Beach, MO and has over 21 years of experience in the finance industry.
Chad Lewis (CRD# 6330634) is an Investment Advisor Representative working at Creativeone Securities, LLC in Camdenton, MO and has over 8 years of experience in the finance industry.
John Madigan (CRD# 4055289) is an Investment Advisor Representative working at Commonwealth Financial Network in Lake Ozark, MO and has over 24 years of experience in the finance industry. John Madigan 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.
Shawn Manuel (CRD# 5874784) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Osage Beach, MO and has over 12 years of experience in the finance industry.
Michael McCarthy (CRD# 1242113) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Camdenton, MO and has over 39 years of experience in the finance industry.
Nathan Morse (CRD# 5537893) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Osage Beach, MO and has over 15 years of experience in the finance industry.
Brent Murphree (CRD# 4440766) is an Investment Advisor Representative working at Lpl Financial LLC in Osage Beach, MO and has over 22 years of experience in the finance industry. Brent Murphree 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 Reahr (CRD# 5044237) is an Investment Advisor Representative working at Edward Jones in Lake Ozark, MO and has over 18 years of experience in the finance industry.
Jacob Seidel (CRD# 6424385) is an Investment Advisor Representative working at Edward Jones in Versailles, MO and has over 9 years of experience in the finance industry.