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Distance Only Noblesville, 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
Kyle Platt (CRD# 5792314) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Noblesville, IN and has over 13 years of experience in the finance industry.
Mark Schlafer (CRD# 2209692) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Noblesville, IN and has over 32 years of experience in the finance industry.
Mark Sherman (CRD# 6744011) is an Investment Advisor Representative working at Avantax Advisory Services in Noblesville, IN and has over 6 years of experience in the finance industry.
Mark Smith (CRD# 1305427) is an Investment Advisor Representative working at Pnc Investments in Noblesville, IN and has over 19 years of experience in the finance industry.
Joseph Strack (CRD# 5002316) is an Investment Advisor Representative working at Lpl Financial LLC in Noblesville, IN and has over 18 years of experience in the finance industry.
Kyle Sweet (CRD# 4364380) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Noblesville, IN and has over 23 years of experience in the finance industry.
Richard Thomas (CRD# 1909414) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Noblesville, IN and has over 29 years of experience in the finance industry.
Steven Tozer (CRD# 5474582) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Noblesville, IN and has over 16 years of experience in the finance industry.
Drew Wagner (CRD# 6834937) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Noblesville, IN and has over 5 years of experience in the finance industry.
Evan Werckenthien (CRD# 6038333) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Noblesville, IN and has over 11 years of experience in the finance industry. Evan Werckenthien 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.