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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
Nicholas Lertola (CRD# 6551063) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mishawaka, IN and has over 8 years of experience in the finance industry.
James Lewis (CRD# 6179013) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mishawaka, IN and has over 10 years of experience in the finance industry.
John Liechty (CRD# 2413363) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN and has over 30 years of experience in the finance industry. John Liechty 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.
Nicholas Liskey (CRD# 5004092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Bend, IN and has over 13 years of experience in the finance industry.
Marcus Little (CRD# 2928866) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgis, MI and has over 26 years of experience in the finance industry. Marcus Little 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.
Daniel Long (CRD# 4554831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mishawaka, IN and has over 21 years of experience in the finance industry.
Glen Lothary (CRD# 4809555) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mishawaka, IN and has over 19 years of experience in the finance industry.
Derek Loucks (CRD# 6302244) is an Investment Advisor Representative working at Avantax Advisory Services in Nappanee, IN and has over 8 years of experience in the finance industry.
Andrew Lynch (CRD# 6749833) is an Investment Advisor Representative working at Choreo, LLC in South Bend, IN and has over 7 years of experience in the finance industry. Andrew Lynch 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.
Thomas Lynn (CRD# 2335533) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 31 years of experience in the finance industry.