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Distance Only Newburgh, IN
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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
Jennifer Casten-Juhl (CRD# 4815459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newburgh, IN and has over 19 years of experience in the finance industry.
Jennifer Farless (CRD# 4180033) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 23 years of experience in the finance industry.
Erik Goodge (CRD# 6562264) is an Investment Advisor Representative working at Uvest Advisory Group, LLC in Newburgh, IN and has over 8 years of experience in the finance industry. Erik Goodge 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.
Matthew Hampton (CRD# 5553448) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 15 years of experience in the finance industry.
Tracy Helmer (CRD# 4803908) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, IN and has over 19 years of experience in the finance industry.
Christina Hitchcock (CRD# 4711389) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, IN and has over 16 years of experience in the finance industry.
Cleo Holder (CRD# 1067352) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newburgh, IN and has over 41 years of experience in the finance industry. Cleo Holder 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.
William Kieffer (CRD# 2756696) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Newburgh, IN and has over 27 years of experience in the finance industry.
Ryan Lynch (CRD# 2259937) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 28 years of experience in the finance industry. Ryan Lynch 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.
Thomas Lynch (CRD# 865691) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 40 years of experience in the finance industry.