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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
Nolan Baker (CRD# 2900826) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 24 years of experience in the finance industry.
Vicki Balhoff (CRD# 1246911) is an Investment Advisor Representative working at Triad Advisors, LLC in Sylvania, OH and has over 39 years of experience in the finance industry.
Angela Barney (CRD# 4051233) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 17 years of experience in the finance industry.
Bernard Barrow (CRD# 4342383) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Maumee, OH and has over 23 years of experience in the finance industry. Bernard Barrow 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.
Andrew Barthel (CRD# 6591924) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Napoleon, OH and has over 7 years of experience in the finance industry.
James Beakas (CRD# 1620001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Toledo, OH and has over 36 years of experience in the finance industry.
Richard Bechtel (CRD# 1377610) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maumee, OH and has over 25 years of experience in the finance industry.
Jason Bernal (CRD# 5726892) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 13 years of experience in the finance industry. Jason Bernal 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.
Douglas Bernath (CRD# 1937950) is an Investment Advisor Representative working at Lpl Financial LLC in Archbold, OH and has over 24 years of experience in the finance industry.
Janice Bertz (CRD# 4803279) is an Investment Advisor Representative working at Edward Jones in Toledo, OH and has over 11 years of experience in the finance industry.