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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
Gregory Berkemeier (CRD# 4359166) is an Investment Advisor Representative working at Edward Jones in Batesville, IN and has over 23 years of experience in the finance industry.
Joni Dunn (CRD# 6072009) is an Investment Advisor Representative working at Edward Jones in Batesville, IN and has over 11 years of experience in the finance industry.
Peter Mack (CRD# 2846056) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Batesville, IN and has over 27 years of experience in the finance industry. Peter Mack 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.
Darci Metcalf (CRD# 5893801) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Batesville, IN and has over 13 years of experience in the finance industry.
Lisa Murray (CRD# 4652408) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Batesville, IN and has over 21 years of experience in the finance industry.
Tyler Oda (CRD# 6064809) is an Investment Advisor Representative working at Edward Jones in Batesville, IN and has over 10 years of experience in the finance industry.
Susan Shook (CRD# 3239769) is an Investment Advisor Representative working at Money Concepts Advisory Service in Batesville, IN and has over 24 years of experience in the finance industry.
Loree Crowe (CRD# 7434880) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Batesville, IN and has over 2 years of experience in the finance industry.
Andrew Moenter (CRD# 7471576) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Batesville, IN and has over 2 years of experience in the finance industry. Andrew Moenter 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.
Christopher Alexander (CRD# 4430240) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lawrenceburg, IN and has over 20 years of experience in the finance industry.