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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
Jared Anderson (CRD# 3107784) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monticello, IN and has over 25 years of experience in the finance industry.
Christopher Dold (CRD# 3137224) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Monticello, IN and has over 25 years of experience in the finance industry. Christopher Dold 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.
Stephen Dold (CRD# 6066021) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Monticello, IN and has over 10 years of experience in the finance industry.
Stacy Haworth (CRD# 4537003) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monticello, IN and has over 17 years of experience in the finance industry.
Shannon Mattix (CRD# 2469340) is an Investment Advisor Representative working at Prudential Financial Planning Services in Monticello, IN and has over 29 years of experience in the finance industry.
Donald Osten (CRD# 3084914) is an Investment Advisor Representative working at Edward Jones in Monticello, IN and has over 25 years of experience in the finance industry.
Eric Pampel (CRD# 3180206) is an Investment Advisor Representative working at Pampel & Associates, Inc. in Monticello, IN and has over 23 years of experience in the finance industry.
Kory Arvin (CRD# 5788738) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monticello, IN and has over 13 years of experience in the finance industry.
Michael Finn (CRD# 4786900) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monticello, IN and has over 19 years of experience in the finance industry.
Kristina Hunt-Shidler (CRD# 7459502) is an Investment Advisor Representative working at Edward Jones in Monticello, IN and has 1 year of experience in the finance industry.