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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
Jeffrey Umbaugh (CRD# 4299073) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Plymouth, IN and has over 23 years of experience in the finance industry.
Ryan Uszenski (CRD# 4726467) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 20 years of experience in the finance industry.
Hector Vargas Forero (CRD# 6605192) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goshen, IN and has over 8 years of experience in the finance industry.
Angel Way (CRD# 6262105) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 9 years of experience in the finance industry.
Aaron Wieand (CRD# 6405872) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN.
Aaron brings over 10 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).
Aaron Wilkinson (CRD# 2756359) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 27 years of experience in the finance industry.
Craig Wilson (CRD# 5672512) is an Investment Advisor Representative working at Edward Jones in Plymouth, IN and has over 14 years of experience in the finance industry.
Ryan Wilson (CRD# 4955717) is an Investment Advisor Representative working at Wilson Financial Advisory Services in Roanoke, IN and has over 17 years of experience in the finance industry.
Melinda Woll (CRD# 4451158) is an Investment Advisor Representative working at Edward Jones in Columbia City, IN and has over 22 years of experience in the finance industry.
Jerald Yeager (CRD# 4334951) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.