-
Distance Only Kennewick, WA
-
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
Michelle Clary (CRD# 4282419) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Kennewick, WA and has over 22 years of experience in the finance industry. Michelle Clary 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.
Sean Compton (CRD# 5549372) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennewick, WA and has over 14 years of experience in the finance industry. Sean Compton 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.
Seth Compton (CRD# 6036280) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennewick, WA and has over 11 years of experience in the finance industry. Seth Compton 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.
Jacob Deschenes (CRD# 5170039) is an Investment Advisor Representative working at Era Capital Management LLC in Kennewick, WA.
Era Capital Management was founded by Jacob Deschenes who has spent the last 12 years studying financial markets and financial planning principals. We are a firm designed for the 21st century. Everything we do is designed around enhancing your financial wellness, whether it's managing market risks or providing a rich client experience.
I take great pride in helping people invest. As a fee only firm we have a fiduciary responsibility to put you first. Era Capital...
Thomas Doncaster (CRD# 1926394) is an Investment Advisor Representative working at Independent Financial Group, LLC in Kennewick, WA and has over 29 years of experience in the finance industry.
Tom is a member of The Society of Financial Services Professionals (FSP), The Million Dollar Round Table (MDRT) and the International Association of Registered Financial Consultants (IARFC). In addition, he holds his certifications of Chartered Life Underwriter through the American College, his Registered Financial Consultant designation through IARFC and Chartered Wealth Manager through The American...
Eldon Fielding-Monson (CRD# 4256669) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has over 23 years of experience in the finance industry. Eldon Fielding-Monson 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.
Zachary Fisher (CRD# 7014476) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Kennewick, WA and has over 5 years of experience in the finance industry. Zachary Fisher 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.
Robert Fix (CRD# 1898302) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennewick, WA and has over 27 years of experience in the finance industry.
Jay Freeman (CRD# 6406327) is an Investment Advisor Representative working at Edward Jones in Kennewick, WA and has over 20 years experience in the finance industry.
As a former Chief Financial Officer(over 10 years), I've found that I enjoy helping people and businesses with their financial needs and goals. I take this responsibility serious and feel that it is important that I fully understand the needs of my clients in order to be effective. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and business owners on creating and implementing strategies...
Diane Gaines (CRD# 5399495) is an Investment Advisor Representative working at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA and has over 16 years of experience in the finance industry.