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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
James Harting (CRD# 3146833) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 24 years of experience in the finance industry.
Eric Haubert (CRD# 2522029) is an Investment Advisor Representative working at Wells Fargo Advisors in Bellefontaine, OH and has over 29 years of experience in the finance industry.
Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has over 24 years of experience in the finance industry. Daniel Hoelscher 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.
Mark Hoge (CRD# 5841345) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 13 years of experience in the finance industry.
Amanda Homan (CRD# 5861525) is an Investment Advisor Representative working at Avantax Advisory Services in Celina, OH and has over 8 years of experience in the finance industry.
Lisa Howe (CRD# 2849154) is an Investment Advisor Representative working at Wells Fargo Advisors in Minster, OH and has over 27 years of experience in the finance industry. Lisa Howe 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.
Richard Huckeriede (CRD# 1455599) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Marys, OH and has over 37 years of experience in the finance industry.
Christine Hulme (CRD# 2707676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 28 years of experience in the finance industry. Christine Hulme 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.
Jason Hunt (CRD# 6763239) is an Investment Advisor Representative working at Edward Jones in Bellefontaine, OH and has over 6 years of experience in the finance industry.
Eric Hurless (CRD# 6739520) is an Investment Advisor Representative working at Edward Jones in Van Wert, OH and has over 7 years of experience in the finance industry.