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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
Cheryl McAvoy (CRD# 4903937) is an Investment Advisor Representative working at Mcavoy Kemp Wealth Management, LLC in Columbus, IN and has over 18 years of experience in the finance industry.
Keith Mensendiek (CRD# 5520357) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Jonesville, IN and has over 15 years of experience in the finance industry.
Steven Meredith (CRD# 4292474) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Columbus, IN and has over 23 years of experience in the finance industry. Steven Meredith 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.
Darci Metcalf (CRD# 5893801) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Batesville, IN and has over 13 years of experience in the finance industry.
Donald Michael (CRD# 4571480) is an Investment Advisor Representative working at Imc Advisors, LLC in Columbus, IN and has over 22 years of experience in the finance industry.
Sandra Morrison (CRD# 6113277) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 11 years of experience in the finance industry.
Daylan Mueller (CRD# 6445751) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbus, IN and has over 9 years of experience in the finance industry.
Thomas Mueller (CRD# 1383222) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbus, IN and has over 37 years of experience in the finance industry.
Lisa Murray (CRD# 4652408) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Batesville, IN and has over 21 years of experience in the finance industry.
Crystal Neil (CRD# 5377878) is an Investment Advisor Representative working at Edward Jones in Shelbyville, IN and has over 16 years of experience in the finance industry. Crystal Neil 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.