-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Donald Beckerle (CRD# 1943525) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eureka, MO and has over 35 years of experience in the finance industry. Donald Beckerle 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.
Kara Bishop (CRD# 2421401) is an Investment Advisor Representative working at Edward Jones in Eureka, MO and has over 29 years of experience in the finance industry.
Jeremy Essary (CRD# 5794774) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Eureka, MO and has over 12 years of experience in the finance industry.
Joshua Morgan (CRD# 6009007) is an Investment Advisor Representative working at Edward Jones in Eureka, MO and has over 11 years of experience in the finance industry.
David Parmer (CRD# 4264928) is an Investment Advisor Representative working at Edward Jones in Eureka, MO and has over 23 years of experience in the finance industry.
Andrew Stotler (CRD# 5937069) is an Investment Advisor Representative working at Lpl Financial LLC in Eureka, MO and has over 11 years of experience in the finance industry.
Sheila Van Essen (CRD# 6800448) is an Investment Advisor Representative working at Edward Jones in Eureka, MO and has over 6 years of experience in the finance industry.
Joseph Corbett (CRD# 7865736) is an Investment Advisor Representative working at Equis Group LLC in Eureka, MO and has 1 year of experience in the finance industry.
Scott Schickling (CRD# 4648931) is an Investment Advisor Representative working at Avantax Advisory Services in Eureka, MO and has over 17 years of experience in the finance industry. Scott Schickling 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.
Bill Meyer (CRD# 1018380) is President of Cutter Company and specilzes in helping small business owners. Bill works like a financial physician, diagnosing business and family monetary positions, subsequently providing remedies to their problems or ideas to improve their overall financial fitness.
A 1978 graduate from Maryville College, Bill earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983. In January, 2013, Bill obtained the Accredited Investment Fiduciary designation (“AIF®”) authorized by the Center...