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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
Joseph Wesley (CRD# 2351330) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, IN and has over 30 years of experience in the finance industry.
Matthew Westhafer (CRD# 2955821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensburg, IN and has over 21 years of experience in the finance industry.
Scott Wiesner (CRD# 2716846) is an Investment Advisor Representative working at Blue Bison Investments in Centerville, IN and has over 27 years of experience in the finance industry. Scott Wiesner 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.
Shellie Baugh (CRD# 4609729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oxford, OH and has over 20 years of experience in the finance industry.
Spencer Burkert (CRD# 7252080) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensburg, IN and has over 3 years of experience in the finance industry.
Loree Crowe (CRD# 7434880) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Batesville, IN and has over 2 years of experience in the finance industry.
Derek Davis (CRD# 7793540) is an Investment Advisor Representative working at Edward Jones in Richmond, IN and has 1 year of experience in the finance industry.
Morgan Denham (CRD# 6942866) is an Investment Advisor Representative working at Edward Jones in Greensburg, IN and has over 4 years of experience in the finance industry.
Travis Kohn (CRD# 6112397) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, IN and has over 11 years of experience in the finance industry.
Andrew Moenter (CRD# 7471576) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Batesville, IN and has over 2 years of experience in the finance industry. Andrew Moenter 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.