Distance Metro area (25 miles)
- 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
Jerod Ostermeier (CRD# 6738833) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Plains, MO and has 1 year of experience in the finance industry. Jerod Ostermeier 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.
Kevin Walker (CRD# 6255449) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Plains, MO and has over 4 years of experience in the finance industry.
Miles James (CRD# 2858981) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mountain View, MO and has over 21 years of experience in the finance industry.