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Distance Only Leavenworth, KS
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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
Kenneth Bateman (CRD# 6701602) is an Investment Advisor Representative working at Bateman Capital Management, Inc. in Leavenworth, KS and has over 7 years of experience in the finance industry.
Melanie Dorf (CRD# 5351283) is an Investment Advisor Representative working at First Command Advisory Services in Leavenworth, KS and has over 7 years of experience in the finance industry.
Guy Edwards (CRD# 6909108) is an Investment Advisor Representative working at First Command Advisory Services in Leavenworth, KS and has over 5 years of experience in the finance industry.
Shelley Finnestad (CRD# 5770441) is an Investment Advisor Representative working at Edward Jones in Leavenworth, KS and has over 13 years of experience in the finance industry.
Brian Keeley (CRD# 6160285) is an Investment Advisor Representative working at Edward Jones in Leavenworth, KS and has over 11 years of experience in the finance industry.
James Lourentzos (CRD# 5351217) is an Investment Advisor Representative working at First Command Advisory Services in Leavenworth, KS and has over 6 years of experience in the finance industry.
Charles Miller (CRD# 2743488) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leavenworth, KS and has over 27 years of experience in the finance industry. Charles Miller 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.
Gregory Nash (CRD# 6872403) is an Investment Advisor Representative working at Edward Jones in Leavenworth, KS and has over 6 years of experience in the finance industry.
Matthew Hofmann (CRD# 7483247) is an Investment Advisor Representative working at First Command Advisory Services in Leavenworth, KS and has over 2 years of experience in the finance industry.
Daniel Lawrence (CRD# 7227553) is an Investment Advisor Representative working at First Command Advisory Services in Leavenworth, KS and has over 3 years of experience in the finance industry.