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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
Phillip Bollin (CRD# 4537321) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Perrysburg, OH and has over 13 years of experience in the finance industry. Phillip Bollin 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 putclients' interests first and comply with the Financial Planning Practice...
Aaron Arnold (CRD# 6986873) is an Investment Advisor Representative working at Edward Jones in Perrysburg, OH and has over 5 years of experience in the finance industry.
Jeremy Ashley (CRD# 6330534) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Perrysburg, OH and has over 8 years of experience in the finance industry.
Judy Ashley (CRD# 4648576) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Perrysburg, OH and has over 17 years of experience in the finance industry.
Ronald Ashley (CRD# 4405039) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Perrysburg, OH and has over 21 years of experience in the finance industry.
Jeremy Ayers (CRD# 3256374) is an Investment Advisor Representative working at Lpl Financial LLC in Perrysburg, OH and has over 24 years of experience in the finance industry. Jeremy Ayers 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.
Jeffrey Barefoot (CRD# 1195222) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Perrysburg, OH and has over 39 years of experience in the finance industry.
David Barkholz (CRD# 6072552) is an Investment Advisor Representative working at Lpl Financial LLC in Perrysburg, OH and has 1 year of experience in the finance industry.
David Baum (CRD# 2180551) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Perrysburg, OH and has over 31 years of experience in the finance industry.
David Bensch (CRD# 5295254) is an Investment Advisor Representative working at Fourth Dimension Financial Group in Perrysburg, OH and has over 15 years of experience in the finance industry.