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Distance Only Bulverde, TX
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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
Kathleen Banse (CRD# 5060888) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bulverde, TX and has over 18 years of experience in the finance industry.
Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Bulverde, TX and has over 37 years of experience in the finance industry. Anton Bayer 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.
Nyle Bayer (CRD# 5790764) is an Investment Advisor Representative working at Up Capital Management, Inc. in Bulverde, TX and has over 8 years of experience in the finance industry.
Todd Brown (CRD# 4854833) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bulverde, TX and has over 19 years of experience in the finance industry.
Daniel Deviney (CRD# 2632447) is an Investment Advisor Representative working at Avantax Advisory Services in Bulverde, TX and has over 28 years of experience in the finance industry.
Matthew Hester (CRD# 6983326) is an Investment Advisor Representative working at Edward Jones in Bulverde, TX and has over 5 years of experience in the finance industry.
James Jahnsen (CRD# 2669508) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bulverde, TX and has over 28 years of experience in the finance industry.
Michael Juarez (CRD# 3135321) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bulverde, TX and has over 15 years of experience in the finance industry.
Edwin Peet (CRD# 2267721) is an Investment Advisor Representative working at Etf Strategies, LLC in Bulverde, TX and has over 31 years of experience in the finance industry.
Scott Rader (CRD# 5842833) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Bulverde, TX and has over 13 years of experience in the finance industry.