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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
Josh Baumgartner (CRD# 5635373) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Beecher, IL and has over 15 years of experience in the finance industry.
Norman Berman (CRD# 2189160) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, IN and has over 20 years of experience in the finance industry.
James Bernard (CRD# 5417837) is an Investment Advisor Representative working at Bernard, James A. in Valparaiso, IN and has 1 year of experience in the finance industry.
Laura Bertagnolli (CRD# 1310747) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Crown Point, IN and has over 30 years of experience in the finance industry.
Jonah Besch (CRD# 5934714) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 12 years of experience in the finance industry.
Russell Blahetka (CRD# 4547259) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Schererville, IN and has over 21 years of experience in the finance industry. Russell Blahetka 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.
Jessica Blumenfeld (CRD# 6942510) is an Investment Advisor Representative working at Edward Jones in Michigan City, IN and has over 5 years of experience in the finance industry.
James Bobos (CRD# 4387667) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 22 years of experience in the finance industry.
Brian Bolek (CRD# 2780439) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Portage, IN and has over 27 years of experience in the finance industry.
Jason Bontrager (CRD# 4364226) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Merrillville, IN and has over 23 years of experience in the finance industry.