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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
Jeffrey Losh (CRD# 4784390) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Loveland, CO and has over 16 years of experience in the finance industry.
Andrew Macdonald (CRD# 2643536) is an Investment Advisor Representative working at Lpl Financial LLC in Loveland, CO and has over 28 years of experience in the finance industry.
Jeremiah Mackmiller (CRD# 6907650) is an Investment Advisor Representative working at Morgan Stanley in Loveland, CO and has over 6 years of experience in the finance industry.
Jeffery Mere (CRD# 4704113) is an Investment Advisor Representative working at Primerica Advisors in Loveland, CO and has over 20 years of experience in the finance industry.
Craig Moddelmog (CRD# 2369349) is an Investment Advisor Representative working at Morgan Stanley in Loveland, CO and has over 30 years of experience in the finance industry.
Andrew Moore (CRD# 4271172) is an Investment Advisor Representative working at Lpl Financial LLC in Loveland, CO and has over 23 years of experience in the finance industry.
Jacob Moore (CRD# 4644297) is an Investment Advisor Representative working at Money Concepts Advisory Service in Loveland, CO and has over 20 years of experience in the finance industry.
George Morgan (CRD# 2725852) is an Investment Advisor Representative working at Advice And Planning Services in Loveland, CO and has over 19 years of experience in the finance industry.
Audra Morse (CRD# 2325777) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Loveland, CO and has over 18 years of experience in the finance industry.
Joshua Nelson (CRD# 3266165) is an Investment Advisor Representative working at Keystone Financial Services in Loveland, CO and has over 24 years of experience in the finance industry. Joshua Nelson 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.