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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
Zachary Kountz (CRD# 6684876) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 7 years of experience in the finance industry. Zachary Kountz 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.
Krista Kramer (CRD# 4819260) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 15 years of experience in the finance industry.
Jeffrey Krein (CRD# 1109786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 27 years of experience in the finance industry.
Klinton Krieger (CRD# 6693215) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 7 years of experience in the finance industry.
David Kuhn (CRD# 5644090) is an Investment Advisor Representative working at Huntington Financial Advisors in Mount Vernon, OH and has over 11 years of experience in the finance industry.
Michelle Kuhtenia (CRD# 6538720) is an Investment Advisor Representative working at Avantax Advisory Services in Galena, OH and has over 8 years of experience in the finance industry.
John Kwasnik (CRD# 6081291) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Westerville, OH and has over 11 years of experience in the finance industry.
Jacque Labelle (CRD# 2094209) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 30 years of experience in the finance industry.
Heath Lafaber (CRD# 5531058) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 5 years of experience in the finance industry.
Shawn Lahring (CRD# 3277532) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 23 years of experience in the finance industry.