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Distance Only Vancouver, WA
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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 Greif (CRD# 4613573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 21 years of experience in the finance industry.
John Groh (CRD# 2525437) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 29 years of experience in the finance industry. John Groh 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.
Otto Guardado (CRD# 4951781) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 18 years of experience in the finance industry.
Kayla Gunderson (CRD# 5836319) is an Investment Advisor Representative working at Edward Jones in Vancouver, WA and has over 11 years of experience in the finance industry.
Stuart Hall (CRD# 2577241) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vancouver, WA and has over 25 years of experience in the finance industry.
Kristin Hanneman (CRD# 2085193) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 18 years of experience in the finance industry.
Katherine Hardin (CRD# 5777431) is an Investment Advisor Representative working at Columbia River Financial Group in Vancouver, WA and has over 13 years of experience in the finance industry. Katherine Hardin 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.
Chris is a Certified Public Accountant (CPA) and an Investment Adviser Representative (IAR) holding his Series 65 and Life Insurance licenses. Chris has been with the firm since 2012, is a shareholder, and is the Company Vice President.
Prior to joining Harlow Wealth Management, Inc., he worked with the Internal Revenue Service (IRS) as a Revenue Agent for nearly 10 years. Chris audited businesses such as Partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietors, and also various abusive tax avoidance transactions. During his time with the IRS, Chris became a Certified IRS Instructor...
Danny Harlow is the President and Chief Compliance Officer for Harlow Wealth Management, Inc. He began working in the financial services industry in 1973 and is well versed in financial and tax planning topics and strategies.
Mr. Harlow is also a weekly contributor and the selected trusted advisor of The Harlow Wealth Retirement Hour, a national radio program focused on retirement planning, airing each week on local radio stations 93.9 KPDQ-FM on Saturday mornings at 8:00 a.m., KPAM 860-AM on Saturday mornings at 9:00 a.m., and KXL-FM 101.1 on Sunday at 12:00 p.m. He also has been featured...
Jennifer Harman (CRD# 4807569) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Vancouver, WA and has over 19 years of experience in the finance industry.