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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
Kevin Kopec (CRD# 5747808) is an Investment Advisor Representative working at Cuso Financial Services in Lockport, NY and has over 14 years of experience in the finance industry.
Steven Kopf (CRD# 6442922) is an Investment Advisor Representative working at Edward Jones in Williamsville, NY and has over 9 years of experience in the finance industry.
James Kranz (CRD# 5531140) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 12 years of experience in the finance industry.
Michael Kreuzer (CRD# 4963095) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in Amherst, NY and has over 14 years of experience in the finance industry.
Lee Kroening (CRD# 1867382) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 35 years of experience in the finance industry. Lee Kroening 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.
Mary Kuehn (CRD# 2581386) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williamsville, NY and has over 23 years of experience in the finance industry.
Brian Laible (CRD# 4774488) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has over 23 years of experience in the finance industry. Brian Laible 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.
Dominick Lanuti (CRD# 4920684) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsville, NY and has over 18 years of experience in the finance industry.
Christopher Lauer (CRD# 1056567) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 31 years of experience in the finance industry.
Joshua Lauer (CRD# 6017344) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 10 years of experience in the finance industry.