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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
Daniel Retzlaff (CRD# 5567976) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 15 years of experience in the finance industry.
Philip Richman (CRD# 2838530) is an Investment Advisor Representative working at Ciclo Wealth LLC in Portland, OR and has over 22 years of experience in the finance industry. Philip Richman 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.
Jonathan Riekert (CRD# 6641250) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hillsboro, OR and has over 8 years of experience in the finance industry.
Joel Rogers (CRD# 5504630) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 16 years of experience in the finance industry.
Nicholas Rubeo (CRD# 6441398) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hillsboro, OR and has over 9 years of experience in the finance industry.
Derek Sandell (CRD# 5366229) is an Investment Advisor Representative working at Edward Jones in Portland, OR and has over 16 years of experience in the finance industry.
Richard Schaefer (CRD# 2022777) is an Investment Advisor Representative working at Primerica Advisors in Hillsboro, OR and has over 34 years of experience in the finance industry.
Nathan Schorsch (CRD# 6588270) is an Investment Advisor Representative working at Head To Toe Financial Planning in Hillsboro, OR and has over 8 years of experience in the finance industry.
Timothy Schreck (CRD# 2629328) is an Investment Advisor Representative working at D.a. Davidson & Company in Portland, OR and has over 27 years of experience in the finance industry.
Jeffrey Schultz (CRD# 3276582) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Scappoose, OR and has over 24 years of experience in the finance industry. Jeffrey Schultz 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.