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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
Robert Olson (CRD# 2002005) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Wayne, IN and has over 34 years of experience in the finance industry. Robert Olson 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 Olson (CRD# 2237695) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mishawaka, IN and has over 31 years of experience in the finance industry.
Lauren Oschman (CRD# 5679713) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 13 years of experience in the finance industry. Lauren Oschman 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.
Justin Palmer (CRD# 6245109) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Elkhart, IN and has over 10 years of experience in the finance industry.
Andrew Parker (CRD# 5632497) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 14 years of experience in the finance industry. Andrew Parker 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.
Edward Patzer (CRD# 716052) is an Investment Advisor Representative working at Wells Fargo Advisors in Mishawaka, IN and has over 43 years of experience in the finance industry.
Rick Pearl (CRD# 2591044) is an Investment Advisor Representative working at Independent Financial Group, LLC in Warsaw, IN and has over 29 years of experience in the finance industry.
Richard Phillips (CRD# 705499) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 40 years of experience in the finance industry. Richard Phillips 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.
Doug Piazza (CRD# 4149300) is an Investment Advisor Representative working at Wells Fargo Advisors in Elkhart, IN and has over 24 years of experience in the finance industry.
Steve Pischalko (CRD# 2475986) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mishawaka, IN and has over 29 years of experience in the finance industry.