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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
Gene Bergmeier (CRD# 7554239) is an Investment Advisor Representative working at Thrive Financial Management in Monument, CO and has over 2 years of experience in the finance industry.
John Eckersley (CRD# 7439674) is an Investment Advisor Representative working at Simplicifi, LLC in Monument, CO and has over 2 years of experience in the finance industry.
Robert Eklund (CRD# 7317768) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Monument, CO and has over 3 years of experience in the finance industry.
Patrick Hall (CRD# 5306339) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monument, CO and has over 10 years of experience in the finance industry.
Meredeth McDowell Iversen (CRD# 3106509) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has 1 year of experience in the finance industry.
Patrick Neukom (CRD# 4290956) 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.
Trang Nguyen (CRD# 4420442) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 16 years of experience in the finance industry.
Aaron Pratt (CRD# 7532236) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has 1 year of experience in the finance industry.
Jae Shin (CRD# 4168961) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Monument, CO and has over 23 years of experience in the finance industry.
Frederick Weihmiller (CRD# 6887197) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has 1 year of experience in the finance industry.