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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
Jamie Lewis (CRD# 3226370) is an Investment Advisor Representative working at Edward Jones in Portage, IN and has over 24 years of experience in the finance industry.
Jeffrey Limbaugh (CRD# 6443471) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Merrillville, IN and has over 9 years of experience in the finance industry.
Brock Lloyd (CRD# 6253270) is an Investment Advisor Representative working at Edward Jones in Valparaiso, IN and has over 10 years of experience in the finance industry.
Wendy Loehr (CRD# 6749041) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 6 years of experience in the finance industry. Wendy Loehr 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.
Tom Lozanoski (CRD# 1141263) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merrillville, IN and has over 40 years of experience in the finance industry. Tom Lozanoski 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.
Jon Lyons (CRD# 2927295) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Portage, IN and has over 26 years of experience in the finance industry.
William Maar (CRD# 2593622) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 28 years of experience in the finance industry.
Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 9 years of experience in the finance industry.
Steven Magidson (CRD# 1200770) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Merrillville, IN and has over 25 years of experience in the finance industry.
Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 18 years of experience in the finance industry.