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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
Jesse Mann (CRD# 5835608) is an Investment Advisor Representative working at Edward Jones in Columbia Falls, MT and has over 13 years of experience in the finance industry.
Alfred Matarazzo (CRD# 2232383) is an Investment Advisor Representative working at Main Line Retirement Advisors, LLC in Whitefish, MT and has over 32 years of experience in the finance industry.
Zachary Matarazzo (CRD# 6889116) is an Investment Advisor Representative working at Main Line Retirement Advisors, LLC in Whitefish, MT and has over 6 years of experience in the finance industry.
Mary McClarty (CRD# 5482980) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 10 years of experience in the finance industry.
Michael McCracken (CRD# 6089551) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 11 years of experience in the finance industry.
Sue Meskimen (CRD# 5994827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 10 years of experience in the finance industry.
Lyle Mitchell (CRD# 3046317) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbia Falls, MT and has over 26 years of experience in the finance industry.
Joseph Mushel (CRD# 1334874) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 37 years of experience in the finance industry.
Dawneen Oehlerich (CRD# 1568906) is an Investment Advisor Representative working at Kilterhowling LLC in Whitefish, MT and has over 37 years of experience in the finance industry. Dawneen Oehlerich 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.
Daniel Offutt (CRD# 2071461) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Whitefish, MT and has over 23 years of experience in the finance industry.