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Distance Only Indianapolis, IN
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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
Kristi Baker (CRD# 2407456) is an Investment Advisor Representative working at Global Retirement Partners LLC in Indianapolis, IN and has over 30 years of experience in the finance industry.
Mark Balaszek (CRD# 6327263) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 8 years of experience in the finance industry.
Timothy Bales (CRD# 5062888) is an Investment Advisor Representative working at Spc in Indianapolis, IN and has over 18 years of experience in the finance industry. Timothy Bales 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.
Matthew Baltera (CRD# 6693191) is an Investment Advisor Representative working at Morgan Stanley in Indianapolis, IN and has over 7 years of experience in the finance industry.
Jay Barclay (CRD# 4035158) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry. Jay Barclay 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.
John Barker (CRD# 5138223) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.
Everett Barnes (CRD# 4156144) is an Investment Advisor Representative working at Edelman Financial Engines in Indianapolis, IN and has over 23 years of experience in the finance industry.
Gail Barnes (CRD# 4576929) is an Investment Advisor Representative working at Avantax Advisory Services in Indianapolis, IN and has over 21 years of experience in the finance industry.
Beau Barrett (CRD# 3198892) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 24 years of experience in the finance industry. Beau Barrett 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.
Mike Barry (CRD# 1907944) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 34 years of experience in the finance industry.