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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
Stephanie Sketch-Durr (CRD# 5973070) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Alexandria, KY and has over 12 years of experience in the finance industry.
Mark Trachsel (CRD# 2603599) is an Investment Advisor Representative working at Edward Jones in Cynthiana, KY and has over 28 years of experience in the finance industry.
David Trendler (CRD# 2720198) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Florence, KY and has over 27 years of experience in the finance industry.
Robert Walker (CRD# 729738) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Florence, KY and has over 42 years of experience in the finance industry.
Todd Wartman (CRD# 2665350) is an Investment Advisor Representative working at Lincoln Investment in Union, KY and has over 28 years of experience in the finance industry.
Phil Weber (CRD# 5950047) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Falmouth, KY and has over 12 years of experience in the finance industry. Phil Weber 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 Widener (CRD# 3026853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, KY and has over 25 years of experience in the finance industry.
Ema Wilburn (CRD# 4597498) is an Investment Advisor Representative working at Level Four Advisory Services in Sadieville, KY and has over 21 years of experience in the finance industry.
Gary Williams (CRD# 1683965) is an Investment Advisor Representative working at United Advisor Group in Union, KY and has over 36 years of experience in the finance industry. Gary Williams 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.
James Wilson (CRD# 2541844) is an Investment Advisor Representative working at Lpl Financial LLC in Dry Ridge, KY and has over 29 years of experience in the finance industry.