-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Steven Loyd (CRD# 2630553) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 26 years of experience in the finance industry.
Donald Lueke (CRD# 1962691) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Kansas City, MO and has over 27 years of experience in the finance industry. Donald Lueke 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.
Martin Lusk (CRD# 4311466) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Kansas City, MO and has over 23 years of experience in the finance industry. Martin Lusk 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 Lyddon (CRD# 4702132) is an Investment Advisor Representative working at Opine Financial Advisors in Kansas City, MO and has 1 year of experience in the finance industry. Stephen Lyddon 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.
James Mader (CRD# 2673129) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 28 years of experience in the finance industry.
Riley Maher (CRD# 1712189) is an Investment Advisor Representative working at Penta Investment Counsel LLC in Kansas City, MO and has over 36 years of experience in the finance industry.
Jennifer Malone (CRD# 5141647) is an Investment Advisor Representative working at Lpl Financial LLC in Kansas City, MO and has over 16 years of experience in the finance industry. Jennifer Malone 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.
James Mancuso (CRD# 4721558) is an Investment Advisor Representative working at Edward Jones in Kansas City, MO and has over 20 years of experience in the finance industry.
Christopher Mark (CRD# 6837858) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kansas City, MO and has over 6 years of experience in the finance industry.
B Martin (CRD# 1901583) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry.