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Distance Only Dayton, OH
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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
Chad Shuherk (CRD# 5210944) is an Investment Advisor Representative working at Pnc Investments in Dayton, OH and has over 17 years of experience in the finance industry.
Anthony Sisson (CRD# 6880405) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dayton, OH and has over 6 years of experience in the finance industry.
Kristine Skomer (CRD# 4345279) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Dayton, OH and has over 5 years of experience in the finance industry.
Joshua Smittkamp (CRD# 5620299) is an Investment Advisor Representative working at Dover Partners Inc. in Dayton, OH and has over 15 years of experience in the finance industry.
Jeremy Spencer (CRD# 6820270) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dayton, OH and has over 6 years of experience in the finance industry.
W. James Steen (CRD# 718291) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dayton, OH and has over 43 years of experience in the finance industry. W. James Steen 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.
James Stefanoff (CRD# 4156586) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dayton, OH and has over 23 years of experience in the finance industry.
Lance Steiner (CRD# 7001942) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has 1 year of experience in the finance industry. Lance Steiner 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.
Janet Steinke (CRD# 2163755) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has over 29 years of experience in the finance industry. Janet Steinke 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.
Nicole Strbich (CRD# 5527251) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has 1 year of experience in the finance industry. Nicole Strbich 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.