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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 Dudley (CRD# 4014477) is an Investment Advisor Representative working at Secure Asset Management, LLC in Elkhorn, NE and has over 19 years of experience in the finance industry.
Mark Egermier (CRD# 4779687) is an Investment Advisor Representative working at Lpl Financial LLC in Omaha, NE and has over 19 years of experience in the finance industry. Mark Egermier 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 Egermier (CRD# 4464337) is an Investment Advisor Representative working at Lpl Financial LLC in Omaha, NE and has over 19 years of experience in the finance industry. Michael Egermier 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.
Jill Ehlers (CRD# 6196048) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Omaha, NE and has over 10 years of experience in the finance industry.
Mickey Ellison (CRD# 3249568) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 24 years of experience in the finance industry. Mickey Ellison 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.
Adam Evans (CRD# 5227224) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 16 years of experience in the finance industry.
Virginia Fallon (CRD# 5985816) is an Investment Advisor Representative working at Prudential Financial Planning Services in Omaha, NE and has over 12 years of experience in the finance industry.
Patrick Ferrer (CRD# 1320671) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 15 years of experience in the finance industry.
Spencer Fleming (CRD# 6168097) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Michelle Flynn (CRD# 4726043) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Omaha, NE and has over 7 years of experience in the finance industry.