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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
Daniel Acheson (CRD# 7039238) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 5 years of experience in the finance industry. Daniel Acheson 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.
Robert Anderson (CRD# 1729324) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has over 36 years of experience in the finance industry.
Nolan Baker (CRD# 2900826) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 24 years of experience in the finance industry.
Bernard Barrow (CRD# 4342383) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Maumee, OH and has over 23 years of experience in the finance industry. Bernard Barrow 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.
Richard Bechtel (CRD# 1377610) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maumee, OH and has over 25 years of experience in the finance industry.
Tyler Binkley (CRD# 6789304) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has 1 year of experience in the finance industry.
Joseph Bixler (CRD# 6262672) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Maumee, OH and has over 9 years of experience in the finance industry.
Donna Bogan (CRD# 2950004) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 17 years of experience in the finance industry.
Lincoln Boyle (CRD# 5411809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 10 years of experience in the finance industry.
Richard Briner (CRD# 2602095) is an Investment Advisor Representative working at Lpl Financial LLC in Maumee, OH and has over 23 years of experience in the finance industry.