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Distance Only Carmel, 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
Willie Brown (CRD# 2279273) is an Investment Advisor Representative working at T&r Wealth Management in Carmel, IN and has over 11 years of experience in the finance industry.
John Browning (CRD# 3160886) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Carmel, IN and has over 25 years of experience in the finance industry. John Browning 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.
Clinton Bucher (CRD# 2688678) is an Investment Advisor Representative working at Monon Wealth Management in Carmel, IN and has over 28 years of experience in the finance industry.
Melissa Buchert (CRD# 5133991) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 17 years of experience in the finance industry. Melissa Buchert 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.
Adam Bunday (CRD# 4099956) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Carmel, IN and has over 24 years of experience in the finance industry.
Stephanie Bunday (CRD# 5460507) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Carmel, IN and has over 16 years of experience in the finance industry.
Ashley Burchard (CRD# 6142383) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 10 years of experience in the finance industry.
Justin Burge (CRD# 5078521) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carmel, IN and has over 18 years of experience in the finance industry.
Jason Burris (CRD# 2747136) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 26 years of experience in the finance industry.
Mark Cade (CRD# 1163639) is an Investment Advisor Representative working at Cade Group, Inc. in Carmel, IN and has over 37 years of experience in the finance industry. Mark Cade 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.