-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jason Bernal (CRD# 5726892) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 13 years of experience in the finance industry. Jason Bernal 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.
Douglas Bernath (CRD# 1937950) is an Investment Advisor Representative working at Lpl Financial LLC in Archbold, OH and has over 24 years of experience in the finance industry.
Kevin Bontrager (CRD# 4744786) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Angola, IN and has over 20 years of experience in the finance industry.
Kenneth Boroff (CRD# 4333336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Defiance, OH and has 1 year of experience in the finance industry. Kenneth Boroff 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.
Melissa Budak (CRD# 5521504) is an Investment Advisor Representative working at Key Investment Services LLC in Angola, IN and has over 15 years of experience in the finance industry.
Michael Childs (CRD# 2143823) is an Investment Advisor Representative working at Childs Investment Group, Inc. in Archbold, OH and has over 29 years of experience in the finance industry.
Kirk Collins (CRD# 5528825) is an Investment Advisor Representative working at Lpl Financial LLC in Hicksville, OH and has over 15 years of experience in the finance industry. Kirk Collins 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 Crandall (CRD# 1586166) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Napoleon, OH and has over 23 years of experience in the finance industry.
Matthew Crandall (CRD# 5520669) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Napoleon, OH and has over 15 years of experience in the finance industry.
Christopher Davis (CRD# 2281163) is an Investment Advisor Representative working at Entrust Capital Management, LLC in Harlan, IN and has over 10 years of experience in the finance industry.