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Distance Only Fort Wright, KY
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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
George Schmidt (CRD# 1743303) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Wright, KY and has over 36 years of experience in the finance industry.
Michael Simon (CRD# 4365604) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has 1 year of experience in the finance industry.
Julie Tapke (CRD# 5002311) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Wright, KY and has over 18 years of experience in the finance industry. Julie Tapke 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.
Richard Tapke (CRD# 4977456) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Wright, KY and has over 18 years of experience in the finance industry.
Diego Vallota (CRD# 2669877) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Fort Wright, KY and has over 28 years of experience in the finance industry.
Aaron Dawson (CRD# 6890639) is an Investment Advisor Representative working at Primerica Advisors in Fort Wright, KY and has over 5 years of experience in the finance industry.
Jacob Etler (CRD# 7121091) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Wright, KY and has over 4 years of experience in the finance industry.
Jeriel Farias (CRD# 5663524) is an Investment Advisor Representative working at Primerica Advisors in Fort Wright, KY and has over 3 years of experience in the finance industry.
Samantha Florio (CRD# 7605253) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Fort Wright, KY and has 1 year of experience in the finance industry.
Anthony Frambes (CRD# 7308845) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has over 3 years of experience in the finance industry.