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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
Nydia Lenhart (CRD# 6313305) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Draper, UT and has over 7 years of experience in the finance industry.
Cody Lewis (CRD# 2936963) is an Investment Advisor Representative working at Proactive Wealth Management, Inc. in Draper, UT and has over 26 years of experience in the finance industry.
Dan Loose (CRD# 6722703) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 7 years of experience in the finance industry. Dan Loose 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.
Katherine Ludeman (CRD# 5972029) is an Investment Advisor Representative working at Private Advisory Group LLC in Draper, UT and has over 8 years of experience in the finance industry.
Mark Lund (CRD# 3193382) is an Investment Advisor Representative working at Stonecreek Wealth Advisors in Draper, UT and has over 25 years of experience in the finance industry.
Michael Maddocks (CRD# 4664979) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Draper, UT and has over 20 years of experience in the finance industry.
Cam McClellan (CRD# 5419803) is an Investment Advisor Representative working at Palisade Wealth Management in Draper, UT and has over 16 years of experience in the finance industry.
Justin McIntyre (CRD# 6058826) is an Investment Advisor Representative working at Financial Network Wealth Advisors LLC in Draper, UT and has over 8 years of experience in the finance industry.
Kevin Michels (CRD# 6185260) is an Investment Advisor Representative working at Medicus Wealth Planning, Inc. in Draper, UT and has over 10 years of experience in the finance industry. Kevin Michels 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.
John Morzelewski (CRD# 2772400) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Draper, UT and has over 27 years of experience in the finance industry.