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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
Brian Doan (CRD# 4999965) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Vancouver, WA and has over 18 years of experience in the finance industry.
Fredrick Donovan (CRD# 2421180) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vancouver, WA and has over 30 years of experience in the finance industry.
Randy Dunn (CRD# 1301756) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 38 years of experience in the finance industry.
Matthew Ebeling (CRD# 5382212) is an Investment Advisor Representative working at Fort Vancouver Investment Management, LLC in Vancouver, WA and has over 16 years of experience in the finance industry. Matthew Ebeling 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.
Michael Eckhardt (CRD# 6114082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vancouver, WA and has over 11 years of experience in the finance industry.
Fred Elledge (CRD# 1776914) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vancouver, WA and has over 36 years of experience in the finance industry. Fred Elledge 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.
Barnes Ellis (CRD# 2662688) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 28 years of experience in the finance industry.
Todd Engblom-Stryker (CRD# 3096506) is an Investment Advisor Representative working at First Pacific Financial, Inc. in Vancouver, WA and has over 20 years of experience in the finance industry. Todd Engblom-Stryker 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.
Ronald Entenman (CRD# 1122769) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vancouver, WA and has over 39 years of experience in the finance industry. Ronald Entenman 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.
Dan is an Investment Adviser Representative (IAR) and insurance agent holding his Series 65 and life insurance licenses, a CERTIFIED FINANCIAL PLANNER™, and a Certified Public Accountant (CPA).
Prior to joining Harlow Wealth Management, he worked with the Internal Revenue Service (IRS) as a revenue agent for over four years where he audited partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietorships, and various abusive tax avoidance transactions.
Dan holds business degrees from University of North Texas (Marketing) and Portland State University (Accounting).
Dan is married and...