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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 Staskal (CRD# 2921706) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 26 years of experience in the finance industry. Chad Staskal 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.
John Steiner (CRD# 2229844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 32 years of experience in the finance industry.
Ronald Stoner (CRD# 5221478) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 17 years of experience in the finance industry. Ronald Stoner 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.
David Stuehling (CRD# 3128016) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Bend, OR and has over 25 years of experience in the finance industry. David Stuehling 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.
Jeffrey Stuermer (CRD# 2518255) is an Investment Advisor Representative working at Peregrine Asset Advisers, Inc. in Bend, OR and has over 29 years of experience in the finance industry.
Awbrey Swanson (CRD# 6271609) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bend, OR and has over 9 years of experience in the finance industry. Awbrey Swanson 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.
Jeffrey Swanson (CRD# 5982272) is an Investment Advisor Representative working at Commonwealth Financial Network in Bend, OR and has over 11 years of experience in the finance industry. Jeffrey Swanson 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 Swenson (CRD# 3129579) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 25 years of experience in the finance industry.
Christina Thiele (CRD# 4635758) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bend, OR and has over 21 years of experience in the finance industry.