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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
Michael Onieal (CRD# 2856959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 27 years of experience in the finance industry.
Brian Osner (CRD# 5393333) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has over 16 years of experience in the finance industry. Brian Osner 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.
Brent Owens (CRD# 2261719) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 31 years of experience in the finance industry.
Mickey Owens (CRD# 1437001) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 37 years of experience in the finance industry. Mickey Owens 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.
Pietro Passalacqua (CRD# 2299676) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 30 years of experience in the finance industry. Pietro Passalacqua 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.
Douglas Poling (CRD# 4482239) is an Investment Advisor Representative working at Poling Capital Management, LLC in Yorktown, IN and has over 22 years of experience in the finance industry.
Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Upland, IN and has over 15 years of experience in the finance industry.
Cory Powell (CRD# 5923157) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Marion, IN and has over 12 years of experience in the finance industry.
Matthew Powlen (CRD# 4901387) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 17 years of experience in the finance industry.
Ryan Pownall (CRD# 7051129) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Kokomo, IN and has over 5 years of experience in the finance industry.