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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
Derek Loucks (CRD# 6302244) is an Investment Advisor Representative working at Avantax Advisory Services in Nappanee, IN and has over 8 years of experience in the finance industry.
Andrew Lynch (CRD# 6749833) is an Investment Advisor Representative working at Choreo, LLC in South Bend, IN and has over 7 years of experience in the finance industry. Andrew Lynch 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.
Anthony Lyons (CRD# 2405670) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has over 30 years of experience in the finance industry.
Gerald Madsen (CRD# 5587313) is an Investment Advisor Representative working at Edward Jones in South Bend, IN and has over 15 years of experience in the finance industry.
John Mansfield (CRD# 2851038) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mishawaka, IN and has over 27 years of experience in the finance industry.
Michael Marien (CRD# 5845979) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mishawaka, IN and has over 13 years of experience in the finance industry.
Frank Martin (CRD# 4775343) is an Investment Advisor Representative working at Lpl Financial LLC in Michigan City, IN and has over 19 years of experience in the finance industry. Frank Martin 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.
Bruce Mc Court (CRD# 2039722) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mishawaka, IN and has over 34 years of experience in the finance industry.
Beth McKinney (CRD# 5634705) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mishawaka, IN and has over 14 years of experience in the finance industry.
Michael McNarney (CRD# 3162406) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mishawaka, IN and has over 25 years of experience in the finance industry.