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Distance Only Crown Point, 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
James Thorstad (CRD# 1300560) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Crown Point, IN and has over 39 years of experience in the finance industry.
Michael Ulanowski (CRD# 4671806) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Crown Point, IN and has over 20 years of experience in the finance industry.
Jason Urbaniak (CRD# 2834829) is an Investment Advisor Representative working at Lpl Financial LLC in Crown Point, IN and has over 27 years of experience in the finance industry.
James Vellutini (CRD# 2157104) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Crown Point, IN and has over 27 years of experience in the finance industry.
Mary Vereb (CRD# 4817104) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Crown Point, IN and has over 19 years of experience in the finance industry.
John Vidal (CRD# 1001616) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crown Point, IN and has over 42 years of experience in the finance industry.
Cynthia Walsh (CRD# 1987510) is an Investment Advisor Representative working at Walsh Advisors in Crown Point, IN and has over 22 years of experience in the finance industry.
Carey Yukich (CRD# 4425087) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 22 years of experience in the finance industry.
Kyle Borkowski (CRD# 5545290) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Crown Point, IN and has over 3 years of experience in the finance industry. Kyle Borkowski 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.
Simon Coleman (CRD# 7111656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Crown Point, IN and has over 4 years of experience in the finance industry.