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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
Erik Niemeier (CRD# 6331409) is an Investment Advisor Representative working at Edward Jones in Highlands Ranch, CO and has over 8 years of experience in the finance industry.
Richard Osullivan (CRD# 5642770) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Highlands Ranch, CO and has over 15 years of experience in the finance industry.
Priscilla Peoples (CRD# 5827873) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Highlands Ranch, CO and has over 9 years of experience in the finance industry.
Mark Phillips (CRD# 725646) is an Investment Advisor Representative working at Eagle Strategies LLC in Highlands Ranch, CO and has over 43 years of experience in the finance industry.
Bradley Porter (CRD# 6464031) is an Investment Advisor Representative working at Compound Planning in Highlands Ranch, CO and has over 9 years of experience in the finance industry.
Jon Rager (CRD# 6577717) is an Investment Advisor Representative working at Edward Jones in Highlands Ranch, CO and has over 8 years of experience in the finance industry.
Eric Rosel (CRD# 4409800) is an Investment Advisor Representative working at Morganrosel Wealth Management, LLC in Highlands Ranch, CO and has over 23 years of experience in the finance industry. Eric Rosel 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.
Patrick Rudy (CRD# 5547396) is an Investment Advisor Representative working at Jpl Wealth Management, LLC in Highlands Ranch, CO and has over 13 years of experience in the finance industry. Patrick Rudy 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.
Teresa Sanders (CRD# 5226819) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry. Teresa Sanders 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.
Stephen Searle (CRD# 728122) is an Investment Advisor Representative working at Evergreen Investment Management, LLC in Highlands Ranch, CO and has over 43 years of experience in the finance industry.