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Distance Only Yakima, WA
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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
Clark Permann (CRD# 2182278) is an Investment Advisor Representative working at Cwm, LLC in Yakima, WA and has over 32 years of experience in the finance industry. Clark Permann 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.
Steven Pilger (CRD# 1305451) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yakima, WA and has over 39 years of experience in the finance industry.
Kenneth Reeves (CRD# 1801609) is an Investment Advisor Representative working at Cwm, LLC in Yakima, WA and has over 26 years of experience in the finance industry. Kenneth Reeves 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.
Norman Reid (CRD# 4506519) is an Investment Advisor Representative working at Wells Fargo Advisors in Yakima, WA and has over 22 years of experience in the finance industry.
Edward Reinhart (CRD# 2727927) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has over 28 years of experience in the finance industry.
Benjamin Rickey (CRD# 2889615) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 26 years of experience in the finance industry. Benjamin Rickey 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.
Nicholas Rogers (CRD# 4587206) is an Investment Advisor Representative working at Eagle Strategies LLC in Yakima, WA and has over 11 years of experience in the finance industry.
Lisa Rohrbaugh (CRD# 2613745) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yakima, WA and has over 28 years of experience in the finance industry. Lisa Rohrbaugh 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.
George Staples (CRD# 6091902) is an Investment Advisor Representative working at Edward Jones in Yakima, WA and has over 11 years of experience in the finance industry.
Joy Stenehjem (CRD# 4293392) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 23 years of experience in the finance industry. Joy Stenehjem 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.