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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
Jason Austerman (CRD# 6103089) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Middletown, OH and has over 11 years of experience in the finance industry.
Jerry Buchheit (CRD# 4165951) is an Investment Advisor Representative working at Edward Jones in Middletown, OH and has over 23 years of experience in the finance industry.
Jennifer McKinney (CRD# 5629933) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middletown, OH and has over 10 years of experience in the finance industry.
Brian Meyer (CRD# 3107052) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middletown, OH and has over 24 years of experience in the finance industry.
Paul Nenni (CRD# 3107981) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Middletown, OH and has over 19 years of experience in the finance industry.
Thomas Phillips (CRD# 2650010) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, OH and has over 28 years of experience in the finance industry.
Sarah Ross (CRD# 5461639) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Middletown, OH and has over 9 years of experience in the finance industry.
Zachary Steinmetz (CRD# 6218161) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Middletown, OH and has over 10 years of experience in the finance industry.
Dennis Vitori (CRD# 852176) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Middletown, OH and has 1 year of experience in the finance industry.
Steven Weinstein (CRD# 1170049) is an Investment Advisor Representative working at Independent Financial Partners in Middletown, OH and has over 39 years of experience in the finance industry. Steven Weinstein 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.