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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
Eric Klaes (CRD# 6290035) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vandalia, OH and has over 9 years of experience in the finance industry.
Thomas Kleptz (CRD# 6317813) is an Investment Advisor Representative working at Turnstone Financial in Troy, OH and has over 9 years of experience in the finance industry.
Natalie Knerr (CRD# 4777595) is an Investment Advisor Representative working at Edward Jones in Bellefontaine, OH and has over 11 years of experience in the finance industry.
Phillip Kozen (CRD# 2917301) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huber Heights, OH and has over 25 years of experience in the finance industry.
Scott Krizner (CRD# 1821660) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, OH and has over 35 years of experience in the finance industry.
Sunil Kulkarni (CRD# 5266207) is an Investment Advisor Representative working at Nuts2invest.com, LLC in Tipp City, OH and has over 16 years of experience in the finance industry.
Courtenay Kull (CRD# 2373376) is an Investment Advisor Representative working at Pnc Investments in Dayton, OH and has over 30 years of experience in the finance industry.
Chris Landis (CRD# 2396307) is an Investment Advisor Representative working at Pnc Investments in Dayton, OH and has over 28 years of experience in the finance industry.
Adam Langdon (CRD# 2447642) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, OH and has over 19 years of experience in the finance industry.
Kevin Larger (CRD# 2344287) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Vandalia, OH and has over 22 years of experience in the finance industry.