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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
Tron Arnold (CRD# 6218593) is an Investment Advisor Representative working at Edward Jones in Logan, UT and has over 10 years of experience in the finance industry.
Nathan Blotter (CRD# 4613146) is an Investment Advisor Representative working at Lpl Financial LLC in Logan, UT and has over 21 years of experience in the finance industry. Nathan Blotter 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.
Ryan Bohm (CRD# 5594607) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has over 15 years of experience in the finance industry. Ryan Bohm 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.
Ross Bowen (CRD# 4583355) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Logan, UT and has over 21 years of experience in the finance industry.
David Call (CRD# 1894244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Ogden, UT and has over 35 years of experience in the finance industry. David Call 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.
Paul Champlin (CRD# 1459011) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Logan, UT and has over 38 years of experience in the finance industry.
Devin Choules (CRD# 5960686) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Logan, UT and has over 11 years of experience in the finance industry.
Nathan Cressall (CRD# 5617143) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in North Ogden, UT and has over 14 years of experience in the finance industry. Nathan Cressall 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.
Riley Crosbie (CRD# 6538869) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 9 years of experience in the finance industry. Riley Crosbie 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.
Tanner Dance (CRD# 6229188) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has over 9 years of experience in the finance industry.