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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 Roque (CRD# 4668889) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has over 20 years of experience in the finance industry. Jason Roque 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.
Kirk Rosenstrauch (CRD# 2752019) is an Investment Advisor Representative working at Lpl Financial LLC in Monument, CO and has over 21 years of experience in the finance industry.
Brad Schultheis (CRD# 4835709) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 19 years of experience in the finance industry.
Dorothea Schultz (CRD# 872718) is an Investment Advisor Representative working at Wells Fargo Advisors in Monument, CO and has over 44 years of experience in the finance industry.
Jonathan Schultz (CRD# 3057716) is an Investment Advisor Representative working at Wells Fargo Advisors in Monument, CO and has over 25 years of experience in the finance industry.
Ryan Sweeney (CRD# 6705874) is an Investment Advisor Representative working at Commonwealth Financial Network in Monument, CO and has over 7 years of experience in the finance industry.
Thomas Tang (CRD# 4109886) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monument, CO and has over 24 years of experience in the finance industry.
Frank Vidakovics (CRD# 4406666) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 21 years of experience in the finance industry.
Jonathan Wieland (CRD# 4168239) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monument, CO and has over 23 years of experience in the finance industry. Jonathan Wieland 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.
Francis Wynne (CRD# 6232865) is an Investment Advisor Representative working at Edward Jones in Monument, CO and has over 10 years of experience in the finance industry.