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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
Brian Erickson (CRD# 2363536) is an Investment Advisor Representative working at Ee&a Investment Management in Buena Vista, CO and has over 31 years of experience in the finance industry.
Peter Gabriel (CRD# 6401666) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Buena Vista, CO and has over 9 years of experience in the finance industry.
Jonathan Mintle (CRD# 6526204) is an Investment Advisor Representative working at Edward Jones in Buena Vista, CO and has over 8 years of experience in the finance industry.
Robert Schumann (CRD# 2518448) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has 1 year of experience in the finance industry. Robert Schumann 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 Tanner (CRD# 6800859) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has over 5 years of experience in the finance industry.
Robin Bess (CRD# 6290767) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Salida, CO and has over 9 years of experience in the finance industry.
Noah Miller (CRD# 3224178) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Salida, CO and has over 8 years of experience in the finance industry.
Christopher Muecke (CRD# 4433146) is an Investment Advisor Representative working at Salida Financial Advice And Planning in Salida, CO and has over 22 years of experience in the finance industry.
Brad O'neal (CRD# 1855599) is an Investment Advisor Representative working at Edward Jones in Salida, CO and has over 35 years of experience in the finance industry.
Brett Spurr (CRD# 4619356) is an Investment Advisor Representative working at Spurr Financial Planning, Inc. in Salida, CO and has over 21 years of experience in the finance industry. Brett Spurr 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.