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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
Patrick Kenney (CRD# 1449448) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 37 years of experience in the finance industry.
Rita Khosla (CRD# 2145641) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 25 years of experience in the finance industry.
Faith Kieninger (CRD# 5259983) is an Investment Advisor Representative working at Croak Capital in Toledo, OH and has over 17 years of experience in the finance industry.
John King (CRD# 2426179) is an Investment Advisor Representative working at Edward Jones in Toledo, OH and has over 30 years of experience in the finance industry.
Gregory Kopan (CRD# 1375746) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Toledo, OH and has over 38 years of experience in the finance industry.
Mark Kruse (CRD# 2124864) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Toledo, OH and has over 31 years of experience in the finance industry.
Christine Krygielski (CRD# 6699848) is an Investment Advisor Representative working at Walen Financial Group, LLC in Toledo, OH and has over 7 years of experience in the finance industry.
Lindsey Kuebler (CRD# 5285147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 13 years of experience in the finance industry.
Michael Kuebler (CRD# 6008485) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 11 years of experience in the finance industry.
Crystal Lagger (CRD# 4783088) is an Investment Advisor Representative working at Wells Fargo Advisors in Toledo, OH and has over 9 years of experience in the finance industry. Crystal Lagger 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.