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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
Kimmy Morris (CRD# 5137390) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Hillsdale, MI and has over 18 years of experience in the finance industry.
James Morrison (CRD# 340742) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 41 years of experience in the finance industry.
Brian Neal (CRD# 5353738) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 16 years of experience in the finance industry.
Scott Neumann (CRD# 2902523) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wauseon, OH and has over 9 years of experience in the finance industry.
Tina Nofzinger (CRD# 2510293) is an Investment Advisor Representative working at Lpl Financial LLC in Archbold, OH and has over 27 years of experience in the finance industry.
Alisha Norris (CRD# 5367656) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.
Earl Oberlin (CRD# 847192) is an Investment Advisor Representative working at Oberlin Wealth Partners, LLC in Bryan, OH and has over 38 years of experience in the finance industry. Earl Oberlin 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.
Mark Oda (CRD# 1782519) is an Investment Advisor Representative working at Edward Jones in Auburn, IN and has over 36 years of experience in the finance industry.
Lori Olson (CRD# 1965195) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 31 years of experience in the finance industry.
Jeremy Otte (CRD# 6827595) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has over 6 years of experience in the finance industry.