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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
Kurtis Schletzer (CRD# 5689815) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Franklin, IN and has over 11 years of experience in the finance industry.
Thomas Scott (CRD# 2502632) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Franklin, IN and has over 11 years of experience in the finance industry.
Zachary Dewitt (CRD# 7746270) is an Investment Advisor Representative working at Edward Jones in Franklin, IN and has 1 year of experience in the finance industry.
Kevin Good (CRD# 7877206) is an Investment Advisor Representative working at Loxley in Franklin, IN and has 1 year of experience in the finance industry.
Matthew Kwiatkowski (CRD# 6350775) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Franklin, IN and has over 9 years of experience in the finance industry.
Wyatt McCullough (CRD# 7616334) is an Investment Advisor Representative working at Loxley in Franklin, IN and has over 2 years of experience in the finance industry.
John McFie (CRD# 7331762) is an Investment Advisor Representative working at Wealth Team LLC in Franklin, IN and has over 3 years of experience in the finance industry.
Seth Shepherd (CRD# 6956745) is an Investment Advisor Representative working at Loxley in Franklin, IN and has over 5 years of experience in the finance industry.
Scott Tuttle (CRD# 6618627) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Franklin, IN and has over 2 years of experience in the finance industry.
Alexander Adams (CRD# 1022482) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Indianapolis, IN and has over 42 years of experience in the finance industry. Alexander Adams 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.