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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
Stephanie Patton (CRD# 3226973) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delphos, OH and has over 20 years of experience in the finance industry.
Robert Poling (CRD# 2453046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 30 years of experience in the finance industry. Robert Poling 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.
Robert Polston (CRD# 2983591) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Wayne, IN and has over 26 years of experience in the finance industry.
Anthony Rahrig (CRD# 4464157) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delphos, OH and has over 17 years of experience in the finance industry. Anthony Rahrig 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.
Philip Recker (CRD# 5169059) is an Investment Advisor Representative working at Edward Jones in Paulding, OH and has over 17 years of experience in the finance industry.
George Ricks (CRD# 3096461) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lima, OH and has over 20 years of experience in the finance industry.
Agnes Schoch (CRD# 5236231) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Decatur, IN and has over 17 years of experience in the finance industry.
Derek Sebastian (CRD# 6908117) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Michael Sinacola (CRD# 2922468) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Wayne, IN and has over 26 years of experience in the finance industry.
David Smith (CRD# 2321990) is an Investment Advisor Representative working at Edward Jones in Fort Wayne, IN and has over 31 years of experience in the finance industry.