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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
Jonathan Emerick (CRD# 5858810) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.
Bryan Epperson (CRD# 3222558) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 24 years of experience in the finance industry.
Ian Essling (CRD# 4547574) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, IN and has over 21 years of experience in the finance industry. Ian Essling 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 Estes (CRD# 202514) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bloomington, IN and has over 38 years of experience in the finance industry.
James Evans (CRD# 2788537) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 27 years of experience in the finance industry.
Brendan Farrelly (CRD# 5646039) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 14 years of experience in the finance industry.
Adam Faust (CRD# 4725981) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwood, IN and has over 20 years of experience in the finance industry.
Kory Fay (CRD# 6595123) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 8 years of experience in the finance industry. Kory Fay 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.
Kelly Fennelly (CRD# 4500829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenwood, IN and has over 21 years of experience in the finance industry. Kelly Fennelly 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.
Travis Feuerbach (CRD# 4517327) is an Investment Advisor Representative working at Lpl Financial LLC in Indianapolis, IN and has over 21 years of experience in the finance industry.