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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
Lani Aronsen (CRD# 5360903) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Vancouver, WA and has over 7 years of experience in the finance industry.
Brian Baker (CRD# 1936839) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 34 years of experience in the finance industry.
Kimberly Baker (CRD# 2486696) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 29 years of experience in the finance industry. Kimberly Baker 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.
Joel Bakker (CRD# 6416393) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vancouver, WA and has over 8 years of experience in the finance industry. Joel Bakker 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 Baltzell (CRD# 4871330) is an Investment Advisor Representative working at Columbia River Financial Group in Vancouver, WA and has over 19 years of experience in the finance industry. Michael Baltzell 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.
Lauriano Barajas (CRD# 6915737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vancouver, WA and has over 5 years of experience in the finance industry.
Jedidiah Barnett (CRD# 6748457) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 2 years of experience in the finance industry.
Shena Bartlett (CRD# 3211903) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vancouver, WA and has over 18 years of experience in the finance industry.
Malcolm Beard (CRD# 5573195) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vancouver, WA and has over 10 years of experience in the finance industry.
Janelle Bergstrom (CRD# 2808726) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 27 years of experience in the finance industry.