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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
Joel Grimm (CRD# 6287745) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 10 years of experience in the finance industry.
Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 27 years of experience in the finance industry.
Tyler Haire (CRD# 5881962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Wayne, IN and has over 13 years of experience in the finance industry.
Krista Hamilton-Smith (CRD# 4561226) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Wayne, IN and has over 20 years of experience in the finance industry.
Dustin Hamm (CRD# 6805590) is an Investment Advisor Representative working at Edward Jones in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Michael Hanson (CRD# 6010351) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 12 years of experience in the finance industry.
Rhonda Hanson (CRD# 1104667) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 25 years of experience in the finance industry. Rhonda Hanson 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.
David Hefty (CRD# 3251339) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry. David Hefty 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.
Stacy Hefty (CRD# 4037576) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry.
Janna Henney (CRD# 5427089) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia City, IN and has over 7 years of experience in the finance industry.