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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
Brian Neal (CRD# 5353738) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 16 years of experience in the finance industry.
Joshua Nix (CRD# 5648898) is an Investment Advisor Representative working at Edward Jones in Kendallville, IN and has over 14 years of experience in the finance industry.
Alisha Norris (CRD# 5367656) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.
Earl Oberlin (CRD# 847192) is an Investment Advisor Representative working at Oberlin Wealth Partners, LLC in Bryan, OH and has over 38 years of experience in the finance industry. Earl Oberlin 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.
Mark Oda (CRD# 1782519) is an Investment Advisor Representative working at Edward Jones in Auburn, IN and has over 36 years of experience in the finance industry.
Brian Oswald (CRD# 4498322) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgis, MI and has over 22 years of experience in the finance industry.
Matthew Patillo (CRD# 5834891) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 11 years of experience in the finance industry.
Bryan Post (CRD# 6556990) is an Investment Advisor Representative working at Edward Jones in Hicksville, OH and has over 8 years of experience in the finance industry.
Steven Post (CRD# 6140150) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 11 years of experience in the finance industry.
Jill Powers (CRD# 2348471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 30 years of experience in the finance industry. Jill Powers 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.