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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
Jason Nguyen (CRD# 6191350) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 11 years of experience in the finance industry.
Jennifer Nicholson (CRD# 2044940) is an Investment Advisor Representative working at Nicholson Meyer Capital Management, Inc. in Kansas City, MO and has over 29 years of experience in the finance industry. Jennifer Nicholson 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.
Keith Novak (CRD# 5539912) is an Investment Advisor Representative working at Lpl Financial LLC in Kansas City, MO and has over 15 years of experience in the finance industry.
Paul Nunes (CRD# 2512370) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kansas City, MO and has over 29 years of experience in the finance industry.
Jacqueline O'brien (CRD# 5741062) is an Investment Advisor Representative working at Creative Planning in Kansas City, MO and has 1 year of experience in the finance industry. Jacqueline O'brien 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.
Greta O'very (CRD# 6577591) is an Investment Advisor Representative working at Edward Jones in Kansas City, MO and has over 8 years of experience in the finance industry.
Melissa Ohler (CRD# 5692293) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 14 years of experience in the finance industry.
Bret Ohlhausen (CRD# 3008136) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kansas City, MO and has over 23 years of experience in the finance industry.
Wayne Oltjen (CRD# 4344288) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 23 years of experience in the finance industry.
Cindy Orr (CRD# 2313966) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Kansas City, MO and has over 27 years of experience in the finance industry.