-
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
Lewis Detz (CRD# 2813430) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kansas City, MO and has over 27 years of experience in the finance industry.
Neal Dolbeare (CRD# 4659585) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 20 years of experience in the finance industry.
Frances Douthat (CRD# 2468547) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 30 years of experience in the finance industry.
Neil Douthat (CRD# 727952) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 43 years of experience in the finance industry.
Austin Drake (CRD# 6365082) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 8 years of experience in the finance industry. Austin Drake 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.
Jennifer Dunklin (CRD# 6085055) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 11 years of experience in the finance industry.
Andrew Eades (CRD# 4408622) is an Investment Advisor Representative working at Lpl Financial LLC in Kansas City, MO and has over 22 years of experience in the finance industry.
Kay Eckart (CRD# 6475390) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 6 years of experience in the finance industry.
Kelley Edwards (CRD# 4513366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 22 years of experience in the finance industry.
Luke Eide (CRD# 4728366) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Kansas City, MO and has over 20 years of experience in the finance industry.