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Distance Only Meridian, ID
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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
Jared Reese (CRD# 5901233) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 12 years of experience in the finance industry.
Kori Rice (CRD# 6773931) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 6 years of experience in the finance industry.
Garland Risner (CRD# 4686344) is an Investment Advisor Representative working at Paradigm Wealth Services, Inc. in Meridian, ID and has over 20 years of experience in the finance industry.
John Roslund (CRD# 1740781) is an Investment Advisor Representative working at Roslund, John Cabell in Meridian, ID and has over 25 years of experience in the finance industry. John Roslund 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.
Robert Schelling (CRD# 4130180) is an Investment Advisor Representative working at Lpl Financial LLC in Meridian, ID and has over 24 years of experience in the finance industry.
Lamar Settlemires (CRD# 6983195) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 5 years of experience in the finance industry.
Hannah Seyer (CRD# 6585517) is an Investment Advisor Representative working at Primerica Advisors in Meridian, ID and has over 6 years of experience in the finance industry.
Brian Shackleford (CRD# 1890479) is an Investment Advisor Representative working at Lpl Financial LLC in Meridian, ID and has over 35 years of experience in the finance industry.
Julie Sisler (CRD# 5310503) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 16 years of experience in the finance industry.
Michael Smith (CRD# 4698779) is an Investment Advisor Representative working at Inspire Advisors, LLC in Meridian, ID and has over 20 years of experience in the finance industry. Michael Smith 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.