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Distance Only Bloomington, IN
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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
Douglas Ummel (CRD# 3052458) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has over 25 years of experience in the finance industry. Douglas Ummel 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.
Curtis Vandenberg (CRD# 1929395) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 30 years of experience in the finance industry.
William Verhagen (CRD# 1603551) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, IN and has over 36 years of experience in the finance industry. William Verhagen 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.
Brian Werth (CRD# 4878619) is an Investment Advisor Representative working at Mcavoy Kemp Wealth Management, LLC in Bloomington, IN and has over 19 years of experience in the finance industry.
Savanah Whittaker (CRD# 6787335) is an Investment Advisor Representative working at Edward Jones in Bloomington, IN and has over 5 years of experience in the finance industry.
Susan Wier (CRD# 1322608) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has over 8 years of experience in the finance industry.
Jeremy Zeichner (CRD# 4340724) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bloomington, IN and has over 23 years of experience in the finance industry. Jeremy Zeichner 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.
Alyce Zollman (CRD# 4222612) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bloomington, IN and has over 19 years of experience in the finance industry.
Bridget Baugh (CRD# 4733816) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bloomington, IN and has over 5 years of experience in the finance industry.
Taylor Bayly (CRD# 7584172) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has 1 year of experience in the finance industry.