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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
Chad Driewer (CRD# 2819808) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, WY and has over 27 years of experience in the finance industry.
David Elan (CRD# 3107755) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 25 years of experience in the finance industry. David Elan 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.
Michael Estrada (CRD# 6246101) is an Investment Advisor Representative working at Grupp Financial LLC in Jackson, WY and has over 11 years of experience in the finance industry.
Jamie Feik (CRD# 6449418) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, WY and has over 8 years of experience in the finance industry.
James Gersack (CRD# 2901820) is an Investment Advisor Representative working at Catalytic Wealth Management in Jackson, WY and has over 21 years of experience in the finance industry. James Gersack 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.
Donald Gervais (CRD# 2870806) is an Investment Advisor Representative working at Gervais Capital Management, LLC in Wilson, WY and has over 23 years of experience in the finance industry.
Matthew Grupp (CRD# 6246097) is an Investment Advisor Representative working at Grupp Financial LLC in Jackson, WY and has over 11 years of experience in the finance industry.
Alexander Kastor (CRD# 6901693) is an Investment Advisor Representative working at Green Tuatara Asset Management, LLC in Jackson, WY and has 1 year of experience in the finance industry.
Lisa Kitchin (CRD# 5696901) is an Investment Advisor Representative working at Rockefeller Capital Management in Jackson, WY and has over 13 years of experience in the finance industry. Lisa Kitchin 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.
Kraig Kobert (CRD# 1796254) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, WY and has over 36 years of experience in the finance industry. Kraig Kobert 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.