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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
William Moriarty (CRD# 4503456) is an Investment Advisor Representative working at State Farm Investment Management Corp. in La Grange, KY and has over 22 years of experience in the finance industry.
William Nagy (CRD# 2139804) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 30 years of experience in the finance industry.
Kipp Newman (CRD# 1311725) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lawrenceburg, IN and has over 38 years of experience in the finance industry.
Francis Niehaus (CRD# 1781924) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry. Francis Niehaus 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.
Eric Oatman (CRD# 5347387) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, IN and has over 16 years of experience in the finance industry.
Corissa Otten (CRD# 6204432) is an Investment Advisor Representative working at Edward Jones in Florence, KY and has over 10 years of experience in the finance industry.
Thomas Palmer (CRD# 4761062) is an Investment Advisor Representative working at Lpl Financial LLC in Lawrenceburg, IN and has over 20 years of experience in the finance industry.
Ryan Pitts (CRD# 5586530) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 15 years of experience in the finance industry. Ryan Pitts 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.
Thomas Rennegarbe (CRD# 3120867) is an Investment Advisor Representative working at Lpl Financial LLC in Walton, KY and has over 25 years of experience in the finance industry.
Nathan Rogers (CRD# 2629102) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Florence, KY and has over 28 years of experience in the finance industry. Nathan Rogers 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.