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Distance Only Mentor, OH
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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
Mark Kalmeyer (CRD# 5648854) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mentor, OH and has over 14 years of experience in the finance industry.
Brandon Kane (CRD# 5058872) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 16 years of experience in the finance industry. Brandon Kane 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.
Michael Kostelnik (CRD# 4941681) is an Investment Advisor Representative working at Family Life Financial Planning in Mentor, OH and has over 18 years of experience in the finance industry.
Patricia Kuhar (CRD# 4489004) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Mentor, OH and has over 21 years of experience in the finance industry.
Brian Lafata (CRD# 6162064) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mentor, OH and has over 10 years of experience in the finance industry.
Joseph Lowe (CRD# 6340212) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 9 years of experience in the finance industry.
Debora Majher (CRD# 5585370) is an Investment Advisor Representative working at Evergreen Retirement Services in Mentor, OH and has over 15 years of experience in the finance industry.
Thomas Markell (CRD# 1396911) is an Investment Advisor Representative working at Lpl Financial LLC in Mentor, OH and has over 38 years of experience in the finance industry.
Kurt Marlow (CRD# 3013266) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 26 years of experience in the finance industry. Kurt Marlow 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.
Daniel McGinnis (CRD# 5994280) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 12 years of experience in the finance industry.