-
Distance Only Muncie, IN
-
COMPENSATION Either
-
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
Brian Lewis (CRD# 2127827) is an Investment Advisor Representative working at Advice And Planning Services in Muncie, IN and has over 33 years of experience in the finance industry.
Cole McCardel (CRD# 6966256) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muncie, IN and has over 5 years of experience in the finance industry. Cole McCardel 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.
Sarah McCord (CRD# 3055622) is an Investment Advisor Representative working at Cardinal Capital Management, LLC in Muncie, IN and has over 25 years of experience in the finance industry.
Dean Meyers (CRD# 1518725) is an Investment Advisor Representative working at Edward Jones in Muncie, IN and has over 37 years of experience in the finance industry.
Andrew Miller (CRD# 5545320) is an Investment Advisor Representative working at Creative Planning in Muncie, IN and has over 16 years of experience in the finance industry. Andrew Miller 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.
Michael Onieal (CRD# 2856959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 27 years of experience in the finance industry.
Brian Osner (CRD# 5393333) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has over 16 years of experience in the finance industry. Brian Osner 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.
Jordan Rhodes (CRD# 5493990) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 9 years of experience in the finance industry.
Dana Sizemore (CRD# 5568084) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muncie, IN and has over 13 years of experience in the finance industry.
Lee Snider (CRD# 1360198) is an Investment Advisor Representative working at Cardinal Capital Management, LLC in Muncie, IN and has over 28 years of experience in the finance industry.