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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
Lance Nelson (CRD# 2051473) is an Investment Advisor Representative working at Edward Jones in Rochester, IN and has over 34 years of experience in the finance industry.
Austin Nielsen (CRD# 6068492) is an Investment Advisor Representative working at Edward Jones in Bremen, IN and has over 9 years of experience in the finance industry.
David Nieset (CRD# 1621370) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 37 years of experience in the finance industry.
James O'hara (CRD# 1520800) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 37 years of experience in the finance industry.
David Osborn (CRD# 1502594) is an Investment Advisor Representative working at Osborn Wealth Management in La Porte, IN and has over 37 years of experience in the finance industry. David Osborn 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 Pendergast (CRD# 1043780) is an Investment Advisor Representative working at Edward Jones in La Porte, IN and has over 41 years of experience in the finance industry.
Pauline Petruch (CRD# 6354629) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Chesterton, IN and has over 9 years of experience in the finance industry.
Maggie Quick (CRD# 2763173) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Valparaiso, IN and has over 27 years of experience in the finance industry.
Jill Recknagel (CRD# 6272958) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 9 years of experience in the finance industry.
Melinda Reineke (CRD# 2040263) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 7 years of experience in the finance industry.